Bharti Selling Down Bharti Infratel? The Writing Is on the Wall for Indian Towers
In our recent note on Indian telecoms consolidation, and the possibility of a merger of Vodafone's (VOD LN) Indian business with IDEA (IDEA IN) ,...
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Reliance Jio Launch: Well Begun Is Half Done. Could Displace Idea from #3 Spot
Reliance Jio was commercially launched on 1st September and expectedly offered enticing plans with free voice calls for lifetime and high-volume...
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IDEA/Vodafone Courtship: A New No1 in India? Indian Telecom Consolidation Moving Forward.
We have spoken about likely consolidation in the Indian mobile market in the past, given the massive sums that need to be spent to stay relevant in...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Bharti Infratel: The Squeeze Is Here
When we wrote about Bharti Infratel (BHIN) in February there was considerable push back on the idea that margins would be squeezed. We believe the...
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