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...
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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...
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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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Bharti: Jio Worries Overdone. Recovery Continues
Jio has built a huge amount of wireless capacity in an Indian context, but India is a very large country, with thin incumbent networks. If Jio...
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Hutchison 1H16 Mixed Results. Strong Cost Management
We do not follow the HK listing but do look at CK Hutchison (1 HK) in Europe as part of the competitive landscape. For a broader look at the recent...
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