Bharti Airtel: Google’s Investment – a Strategic Move
Google announced investment of up to $1 billion in partnership with Airtel as part of its Google for India Digitisation Fund. The deal includes...
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GEM Weekly (28 Jan 2022): South Korea, Taiwan GDP; JD.com, Baidu, Tencent, Bharti Airtel
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Value Funds Move to Record Underweight in India
India moves to the largest underweight country holding among EM Value managers. Current underweight the highest on record.
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Paytm (One 97) - Large Anchor Book Expiry, Prior Listings Have Corrected a Few Days Ahead
Paytm raised around US$2.2bn in its IPO. In this note, we look at the upcoming anchor book lock-up expiry and how other IPOs have done around that...
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Bharti hikes tariff, other telcos likely to follow suit
The effective tariff hike of ~20% in prepaid plans is expected to contribute incremental revenue/EBITDA of INR103b/INR72b, thereby driving 13%...
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