INDIAN MOBILE: RELIANCE INDUSTRIES INITIATION AND BHARTI MONETISING DIGITAL

10AM ET/3PM UK-Reliance Industries (RIL) is a remarkable company which has demonstrated its ability to execute across multiple verticals, especially in mobile with the most successful EM telco entry ever. We expect strong market share performance in sectors as diverse as Fibre, Organized Retail, and OTT digital services, which explains why, despite the strong performance, we continue to see upside.