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8 ArticlesBHARTIARTL

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We Add a Telecom Stock to our Long Term Multicap Portfolio

We tend to see markets overvalue and undervalue companies all the time. The crowd is not wrong other than at extremes. This applies both to the higher extreme ...
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Should the Government Bail Out Telecom Firms?

There’s been a suggestion that the Government bail out stressed Telecom companies. This has problems in that come on, you just bailed out farmers, how ...
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Airtel Profits Drop 31% On Accounting Change, Data ARPU Up To 202: Result Analysis

India’s largest telecom service provider by subscriber base, Bharti Airtel reported a 30.83% drop in Net Profits from Rs. 2,113 crore to Rs. 1,462 crore. ...
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Dodge & Cox Fund increases stake in ICICI Bank (also holds Airtel and M&M)

ICICI Bank ICICI Bank (Industrial Credit and Investment Corporation of India) is an Indian multinational banking and financial services company. It is ...

Early Results: 12 of 50 Nifty Companies Show 18.6% Increase in Net Profit for Q4 2016, Annual Growth at 14.3%

Q4 Results are out! As the Nifty 50 companies line up to disclose their performance report, we bring you a summary of their results along with the schedule ...
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March 2016 Results – Alembic Pharmaceuticals, Bharti Airtel, Yes Bank and more

Q4 Results are out! As the companies line up to disclose their performance report, we bring you a daily summary of the previous days results. Here is a quick ...

Airtel Has Lowest Indian ARPU in 8 Quarters, and Boosts Consolidated Profits Only By Exceptional Item

Bharti Airtel announced results today and it seems like things are quite tough for the telco. While this sounds good (at least they are making a profit!) there ...

Interviewed at ET Now: On Splitting Airtel, The Upgrade of Persistent Systems and The Bank EPS Push

I was interviewed on ET Now Today, and here are the snippets. Plus, clarifications Splitting Airtel’s business a good idea, but may hurt Indian ...