Bharti Has Market Leadership, Jio Struggles, and IDEA/Vodafone in a Tough Position
In the past few weeks, Reliance Industries' (RIL IN) Jio has launched to much fanfare. Once the initial headlines died down it is pretty clear...
197 Views
Indian Telecoms: Jio Has Arrived. Will It Succeed?
We wrote a quick note on the launch of the Jio's 4G offering. We hope to expand this in a couple of pieces this week which will reiterate our view...
177 Views
PM Views & Responses on Portfolio Construction
I received a number of great responses following up on my 4 August personal take on building a long-term portfolio . Two detailed pieces coming...
174 Views
Jio Launches 4G in India. Will Bharti Be Hit?
After years of speculation, Jio's launch date has arrived. At Reliance Industries' (RIL IN) AGM, Mukesh Ambani announced the official launch of...
211 Views
Oil Markets: Fundamentals Improving, but U.S. Shale Still Looms
Crude markets have tightened a good deal in recent months, as strong demand growth and supply issues have pulled forward the industry recovery by...
158 Views