Indian Telcos: Are We Looking at a Two-Player Market as JIO Keeps the Pressure on Incumbents?
The standard view of Indian telecoms has been that India was moving rapidly to become a three-player market as Reliance Industries' (RIL IN) Jio...
190 Views
Jio's Aggression Continues to Pressure Indian Telcos.
The Indian telecom market remains under intense pressure from Jio's entry and drive to build market share. Where we had seen early signs that Jio...
158 Views
Is Tata Sons' "Spreading of the Wealth" Restraining TCS's Growth?
Tata Sons, the holding company of the Tata Group, conducted a series of block trades during which a total of 28.3m shares of Tata Consultancy Svcs...
203 Views
American Tower Guides for Weakness in India. Negative Read Across to Bharti Infratel
At American Tower's (AMT US) recent 4Q17 results presentation, they issued guidance for their Indian towers business and the impact of customer...
146 Views
TCS - Buyback in the Future (Maybe?), & Improving Business Fundamentals.
According to newspaper reports, Tata Sons Ltd (47588Z IN) has recently re-paid INR170bn of the outstanding debt of Tata Teleservices (includes...
193 Views