Huawei and ZTE in the center of the storm Huawei and ZTE have been embroiled in a major controversy over India’s security concerns over using Chinese equipment in the sensitive communication industry.India is the fastest growing telecom market in the world and as result the most attractive one as well.Huawei and ZTE,the two huge Chinese […]

I had previously written about how Nokia’s Indian marketshare was being eroded by the advent of local Indian  players.This was very concerning as Nokia had at one time commanded 75% marketshare of the world’s fastest growing telecom market.However this marketshare has come down to 52% in recent days leading to increased margin and revenue squeeze […]

The Indian Defense Industry is great way to invest in an area which is Recession Proof and benefits from the one of the World’s Fastest Growing Economies.Here are Six Reasons that support that this thesis Pakistan – India and Pakistan have a long history of bloodshed and acrimony right from their birth when the British […]

Indian Telecom Opertors Cup of Woes Indian Telecom Operators have seen Bad News  hitting them one by one  in a unrelenting way for the past one year First there was the Price War unleashed by New Telecom operators like Tata DoCoMo,Sistema Shyam Telecom and others.The 2nd round of 2G licensing has been mired in controversy […]

The Indian 3G and Broadband Wireless Auctions finally ended after Two Months resulting in a Massive Windfall for Government Coffers .The combined value of both auctions is around $23 Billion which is more than double what the Government was initially expecting.Predictably it has left the Telecom Operators in the Red with the Companies having to […]

The detente between the Ambani brothers which lead to the rescinding of the non-compete agreement has resulted in Reliance Industries  Ltd (RIL) being the biggest Winner in the win-win arrangement.While on one hand Anil Ambani’s Reliance Communication which was facing a liquidity problem has benefited by being free to sell a stake in the company,Mukesh […]