Indian Telecoms: A Vodafone/Idea Merger Moves Forward. Positive for Market Repair.
The arrival of Jio (owned by Reliance Industries (RIL IN)) in the Indian telecom market has created a seismic shift in how the industry works. It...
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Update on Indian Telco M&A: Vodafone Reported as Looking at IDEA or Possibly Jio as Partners.
We have seen rumors of a Vodafone (VOD LN)Â deal in India re-emerging in the New Year. We discussed this in IDEA/Vodafone Courtship: A New No1 in...
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5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
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Andrew on Tech: IOT Everywhere
The proliferation of IoT: With over 25% 5-year CAGR for IoT devices shipment and wafer foundry market but a very fragmented vendors list, we...
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Vodafone Takes Charge on India, Postpones IPO but Expects More Consolidation
Vodafone (VOD LN) reported overall results this week with better than expected 2Q service revenue trends globally (+2.4%, vs. +2.2% in  Q1), and 1H...
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