Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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China: Poor Return for a Big Spend on Soft Power
China spends billions of dollars every year on promoting its image around the world. But recent figures in the Soft Power 30 rankings suggest that...
190 Views
5G Set to Disrupt the Cellular Business Model.
New Street Research has been trying to separate the hype from reality for 5G . The traditional cellular business model is already passing, with...
369 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...
291 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...
322 Views