China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
9.4k Views
XL Axiata and Indosat Sign Deal on Network Equipment Sharing. More Tie-Ups to Come.
We wrote about the need for smaller telcos to merge in certain emerging markets in The Urge to Merge - EM Telcos Look at Consolidation. Last week...
364 Views
Asian Fixed Broadband: Consolidation Story
We see opportunity for consolidation in the Asian broadband space. Our view is that convergence and consolidation between fixed and mobile telecoms...
331 Views
Government Prepares Measures to Encourage Smaller Telco Players.
A recent visit to Indonesia confirms our view that change is coming. The current situation implies that the dominant player (PT Telkom) will...
299 Views
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...
382 Views