Reliance Jio Launch: Well Begun Is Half Done. Could Displace Idea from #3 Spot
Reliance Jio was commercially launched on 1st September and expectedly offered enticing plans with free voice calls for lifetime and high-volume...
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Indian Telecoms: Jio Has Arrived. Will It Succeed?
We wrote a quick note on the launch of the Jio's 4G offering. We hope to expand this in a couple of pieces this week which will reiterate our view...
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IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.
We have spoken about likely consolidation in the Indian mobile market in the past, given the massive sums that need to be spent to stay relevant in...
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Bharti: Jio Worries Overdone. Recovery Continues
Jio has built a huge amount of wireless capacity in an Indian context, but India is a very large country, with thin incumbent networks. If Jio...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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