21 Things Worth Knowing (#14)
In this issue:Machine Learning as a moat, Mexico's lack of debt problem, JD.com surprising Q3, CIMB loses customer data, Jardine complicates...
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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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Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
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Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers
The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...
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