Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
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Malaysian Telco Visits. Life Is Getting Tougher for the Cellular Operators
We recently wrote about the disappointing results from Malaysian cellular operators for 4Q15. We have subsequently had a series of meetings/calls...
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Bharti Infratel: Margin Squeeze Coming?
We note that Bharti Infratel Ltd (Infratel) reported disappointing growth and margins despite a rising tower sharing factor. While evidence remains...
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Singapore Moves to Offer Discount Spectrum for a 4th Telecom Entrant
The Singapore Regulator (IDA) has confirmed the path for a 4th operator in Singapore...
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Governance, Valuations and the Crisis of State Capitalism
In January’s ‘Government and Markets’ report, we used the themes in the 2016 GEM overview and China outlooks to introduce our intra-GEM country...
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