Australia's proposed telecoms reform package reinforces the NBN's monopoly in selling advanced fixed services and will support the deployment of its services, allowing for greater coverage in rural and remote areas of the country. The clearer separation between service and infrastructure will boost the uptake of more advanced technologies, and we expect the broadband market to continue to...
Competition and consolidation in India's telecoms market has placed pressure on tower tenancy ratios, prompting a number of bids for tower assets. We expect fewer tower companies to dominate the market in the medium term, and the losses of lower tenancy ratios to be offset by continued competition as telecoms operators accelerate 4G roll-outs.
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Thanks, BMI Research