I will be spending next week in Mumbai and Delhi (with @singarbitration), and in preparation have been contemplating the impact of the recent budget proposals on foreign investment, and in turn the implications for the Indian economy. Before going on any trip, I like to remind myself of some basic economic facts, so my trusty EIU ‘World …
The judgement of India’s Supreme Court on 20 Jan in the Vodafone tax case, removes (at least for now) some of country-specific risk that has been holding back investment by multi-national companies in India. Reduction in perceived risk is likely to encourage more investment in India by multi-national companies, particularly as Indian growth is driven to a …
Last week, three of the UK’s four mobile network operators announced a mobile marketing and payments joint venture. The venture is subject to regulatory approval, and is summarised in the press release as: Creation of a single ecosystem for m-commerce helping advertisers, retailers and banks to reach consumers through their mobile phones Consumers will be …
Today’s FT article by Vittorio Colao, CEO of Vodafone, highlights the importance of regulation for all the players in the on-line ecosystem – those building the pipes and plumbing of network infrastructure, those creating compelling content and services and those who provide search, aggregation or other services. His central thesis is that both regulators and market players should …
Mobile money is a recurrent theme for the watcher. See the mobile money overview post and Apple’s incorporation of NFC into iPhone post. As anticipated, all the industry players are jostling for position and there have been a number of recent announcements by UK mobile operators. O2 announced in an interview with the Sunday Telegraph …
Positive results out yesterday from both Vodafone and BT. One fact that caught my eye was the news from BT that (for the first time I can remember), BT had a net increase in connections. It’s is very old news that voice has migrated to mobile (if your fixed line rings, chances are it is …
My eye was caught last night by a story in the Financial Times this morning reporting analyst speculation that in the wake of the approvals of the US Federal Communications Commission and Department of Justice for the purchase of 51% of NBC Universal by Comcast, which in turn enabled Vivendi to complete its exit from NBC Universal, that Vivendi would make an offer …