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...
198 Views
Grameenphone: 4Q15 Recovery to Continue in 2016 Helped by in Market Consolidation in Bangladesh.
Grameenphone Ltd has reported 4Q15 numbers that show a recovery in service revenues helped by strong growth in data. Ebitda was also ahead of...
298 Views
Indian Telcos: A Mixed Bag Ahead of Jio Launch
The release of 3Q numbers for the major Indian operators concluded with Bharti Airtel Ltd (Bharti) on Thursday. Reported earnings have been weaker...
217 Views
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
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