Emerging Markets - Telecoms in Developing BRIC Countries

Synopsis

It is important to recognise that many new mobile networks in developing markets have been funded by private investors. Telecoms advances in some developing countries are taking place despite the often appalling government policies that exist and this is due in part to private and foreign investors. In particular, the BRIC countries have gained global attention due to the potential opportunities presented by these markets. It will however be interesting to watch the impact of the continuing economic uncertainty on these markets.

This report provides insight into the telecoms markets of the emerging BRIC countries, including key statistics. The report is designed to provide observations which may assist investors, analysts and industry participants in making investment and business decisions.

Table of Contents

• 1. Synopsis
• 2. Private mobile investments are transforming the world
• 3. Key insights into emerging BRIC countries
  • 3.1 Brazil
  • 3.2 Brazil market analysis - 2011
  • 3.3 Russia
  • 3.4 India
  • 3.5 Competition
  • 3.6 2G corruption scandal
    • 3.6.1 Allegations
    • 3.6.2 Charges
  • 3.7 Analysis: 2G scandal - 2011
  • 3.8 Analysis: India in the aftermath of the global financial crisis
  • 3.9 China
• 4. Related reports

• Table 1 – Country statistics Brazil – 2011
• Table 2 – Fixed and mobile market share Brazil – 1997 - 2011
• Table 3 – Telecommunications revenue Brazil – 2000 - 2011
• Table 4 – Telecom revenue by segment Brazil – 2000 - 2011
• Table 5 – Telecommunications investment Brazil – 2000 - 2011
• Table 6 – Telecom investment by segment Brazil – 2000 - 2011
• Table 7 – Country statistics Russia – 2011 (e)
• Table 8 – Telecom revenue and annual growth (€) Russia – 2004 - 2012
• Table 9 – Telecom revenue by operator (RUB) Russia – 2003 - 2012
• Table 10 – Country statistics India – 2011
• Table 11 – Telecom revenue and investment statistics India – 2009
• Table 12 – Fixed-line services versus mobile services and penetration India– 2010
• Table 13 – Country statistics China– 2011
• Table 14 – Telecom revenue and investment statistics China– 2010

• Chart 1 – Fixed and mobile subscribers in Brazil – 1997 - 2011
• Chart 2 – Fixed and mobile subscribers in Brazil by market share – 1997 - 2011
• Chart 3 – Evolution of telecom revenue in Brazil – 2000 - 2011
• Chart 4 – Evolution of telecom investment in Brazil – 2000 - 2011
• Chart 5 – Telecom revenue by operator (RUB) Russia – 2003 - 2012

• Exhibit 1 - Mobile billionaires