The Urge to Merge - EM Telcos Look at Consolidation
The rise of data usage in Emerging Markets delivers increased benefits of scale to operators. Capex and spectrum holdings become key weapons to...
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Indian Telecom Market Repair Underway
Indian telcos have been hurt by continued speculation about the new entry from Reliance Jio (Jio). We think these concerns are overdone and prefer...
309 Views
Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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