India Rolls Back Auto Fuel Price Deregulation: Negative for GFD
The government announced a reduction of Rs2.5/l for both diesel and petrol effective immediately. The government will bear Rs1.5/l of the reduction...
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Global E&Ps: Energy Weekly Vol. 24
Oil PriceThe API reported a lower than expected build of 907 Kbbls of crude oil inventories for the week ending September 28, versus street...
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Bharti Infratel: Cutting Forecasts as Major Customer Viability in Question.
In our recent note Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection, we looked at the financial stress that the...
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Vodafone IDEA Viability in Question. We Think They Need an $8-9bn Equity Injection..
The performance of the recently merged Vodafone IDEA (IDEA IN) is deteriorating. In 1Q the merged entity lost 9.6m customers, 1.9% of revenue share...
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Alibaba's India Game Plan - More than Meets the Eye; Investor Day Analysis (Part II)
Alibaba Group Holding (BABA US)'s unsaid India game plan - Actions speak louder than words. We put together Alibaba Group Holding (BABA US)'s...
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