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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Malaysian Telcos Ex-Growth? Competition Is Squeezing the Top Line.
The Malaysian cellular incumbents are struggling and 2Q16 shows no letup. The decline in market service revenue accelerated in 2Q to -5.2% YoY....
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Jio Launches 4G in India. Will Bharti Be Hit?
After years of speculation, Jio's launch date has arrived. At Reliance Industries' (RIL IN) AGM, Mukesh Ambani announced the official launch of...
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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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Singtel: Bharti and Intouch Deals Appear Value Neutral.
It looks like a case of taking with one hand (Bharti (BHARTI IN)) and giving with the other (Intouch (INTUCH TB)) in the deal announced by Singtel...
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