Bharti Airtel: Out of Africa
We believe Bharti Airtel Ltd (Bharti) is looking at its African and South Asian assets with a view to a full sale. The expansionary (mis)adventure...
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Morningstar Exponential Technology Index
The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as...
413 Views
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...
327 Views
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...
216 Views
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...
183 Views