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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Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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Bharti's Margins Continue to Improve. IDEA, Not so Good.
We have a preference in the Indian telecoms market for Bharti Airtel (BHARTI IN) over its peers. Our concerns have been discussed previously but...
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Chinese Telecoms: The Demand Opportunity Remains Intact.
We look at concerns over whether Chinese consumers are being overcharged for their telco service. Our analysis on revenue/pop concludes that...
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India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.
We wrote about India's spectrum auction recently. In the end, it concluded yesterday with a total $9.9bn outlay from the operators. The high...
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