Bharti Has Market Leadership, Jio Struggles, and IDEA/Vodafone in a Tough Position

Bharti, IDEA and Jio Show Limited Interest in India's Current Spectrum Auction

India's Spectrum Auction Ends. Most Spectrum Unsold. Vodafone the Biggest Buyer.

Jio Launches 4G in India. Will Bharti Be Hit?

Bharti: Jio Worries Overdone. Recovery Continues

Bharti: Some Exposure to Nigerian Devaluation, but Recovery Story Remains Intact

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Equity Bottom-Up

<p>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 that the major players in the Indian telecoms industry have room to thrive, even if Jio is successful. We will also look at the question of whether Jio is likely to succeed or not.</p><p>The Indian telecoms industry is undergoing a period of rapid consolidation, perhaps the unintended consequence of a government focused on maximizing revenue from spectrum…</p>

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 that the major players in the Indian telecoms industry have room to thrive, even if Jio is successful. We will also look at the question of whether Jio is likely to succeed or not.The Indian telecoms industry is undergoing a period of rapid consolidation, perhaps the unintended consequence of a government focused on maximizing revenue from spectrum…

Indian Telecoms: Jio Has Arrived. Will It Succeed?

Bharti Airtel

Indian Telecoms: Jio Has Arrived. Will It Succeed?