Indian Telecom Consolidation Continues. Next to Go Is Tata, Rumored to Be in Talks with Bharti.
Consolidation in the Indian market continues to gather pace. The latest merger rumor is that Bharti Airtel (BHARTI IN) and Tata are in talks to...
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Indian Telcos May Be past the Earnings Trough. Outlook Positive for Bharti.
The Indian telecoms market is consolidating around 3 players. We see this as fundamentally good for the survivors. We look at how the market may...
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Indian Telcos Continue to Suffer from Jio's Launch but a Recovery Is Coming for the Survivors
The launch of Reliance Industries' (RIL IN) Jio at a cost of close to $30bn continues to massively disrupt the Indian telecoms market. The launch...
166 Views
Delhi High Court Deal for Docomo/Tata Good for Foreign FDI, May Help Further Realign Sector
After months of speculation as to which foreign partner would join with Tata Teleservices (public speculation included Carlos Slim, Altimo, Telcol,...
317 Views
India: Bharti Infratel Hitting an Air Pocket. Tower Market Will Be Disrupted by Telco Consolidation
We wrote about Bharti Infratel (BHIN IN) recently but given the rapidly developing consolidation story, we have done more work on the likely growth...
215 Views