Emerging Market Telcos: Revenue Accelerating as Youth and Scarce WiFi Leads Users into Mobile Data.
In an earlier note, EM Telcos: Video Growth Drives an EM Wireless Growth Inflection, we looked at the impact of growing online video consumption...
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Indian Telecoms Data Show Bharti's Performance Gap Widens as JIO's Entry Decimates the Market
Recent results from the Indian market show continued deterioration as JIO's entry has decimated the market. The "Big-4" ex-JIO service revenue fell...
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HDFC Bank: Finding the Next Jindal Steel & Power
Corporate malaise is the reality in India. This is clear in corporate financial analysis, with high debt/EBITDA and low interest coverage. The...
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The Week that Was in ASEAN@Smartkarma - Supermarkets, Mobiles And, Diamonds
Welcoming two new Insight Providers in ASEAN@SmartkarmaKevin O’Rourke is one of the most accomplished political consultants on Indonesia. He...
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Singapore Telcos: Buckling Down Ahead of New Entrant.
With all three Singapore operators having reported 3Q numbers, there has been a small improvements in negative trends with mobile service revenue...
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