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Thursday, 4 September 2014

Mexico's telecoms renaissance begins

There’s no denying it’s been all change on the Mexican front over the last few months, following reforms initiated by President Enrique Pena Nieto to bolster competition across a number of sectors. Among them, Mexico’s telecoms sector, one full of opportunity for international players.

But first you have to encourage them to get involved. How is Mexico doing that? First, they created a new and autonomous regulator, IFT and then gave it the power to revoke operating licences from companies using monopolistic practices. This allows IFT, together with the Federal Commission of Economic Competition, to enforce one of the reform’s main aims – to stimulate competition in Mexico’s telecoms industry (but more on that next time). Next came the lifting of restrictions on direct foreign investment – up to 100% in telecommunications and satellite communications and 49% in the broadcasting sector, clearly marking a paradigm shift in direction.

A good start, undoubtedly, but there’s more to do yet! Mexico has spent a long time limiting or deterring foreign direct investment, so it’s going to take some time to win it back. Investors will be comparing opportunities there with other economies that have been actively pursuing foreign capital for years. Investors will still seek to de-risk their investments as much as possible, with many less interested in what they are actually investing in, and more interested in the returns it can bring (quite rightly, one might argue). Even within Mexico, there’s stiff competition for capital, particularly with the opening up of its energy sector, a popular asset class with foreign investors.

It also depends on how long investors are willing to wait for their money. It seems that infrastructure investment is a key motivator for the opening up of the sector, and infrastructure investments can require a long-term investment view.

Ultimately, it’s all up in the proverbial air at the moment, but one thing’s for sure – Mexico’s telecoms industry is entering a renaissance period, and there are exciting opportunities there for those who have the appetite. Join us in October at our Mexico Telecoms Briefing to find out more about what they are.

Wednesday, 3 September 2014

Presentation: Mobile push for fibre - Dobek Pater

Africa Analysis provides specialist consulting and analysis services in the telecommunications, IT and digital media sectors.We differentiate ourselves through our deep focus and understanding of ICT markets in developing countries. We have undertaken projects in 50 African countries and have travelled to most of the African countries.

The fibre markets are competitive but will become more competitive with the introduction of wholesale products that will enable many smaller competitors in the metro and access.

Benefits of downloading this presentation:
  • Analysis of Africa
  • Overview of the fibre market in South Africa
  • Insight of what is happening in the mobile industry

Do you provide an innovation or solution in this industry? You may be interested in our event SatCom Africa2015

Presentation: How operators and broadcasters make money from OTT - Loren Braithwaite-Kabosha

The ICT ecosystem is composed of various components, such as broadcasters, fixed line networks, mobile operators and internet services.

In this presentation, the decision of whether OTT disrupts the ICT sector businesses in South Africa will be discussed, as well as the roost of OTT amongst other aspects.

Benefits of downloading this presentation:
  • Coverage of ICT ecosystem-Broadcasters, Fixed line networks, Mobile operators and internet services
  • Understanding the roots of OTT
  • Overview of disruptive innovation
  • Review of OTT and its impacts
  • Insight of the impact of OTT on traditional broadcasters

Do you provide an innovation or solution in this industry? You may be interested in our event SatCom Africa2015

Presentation: FTTX Network in Vodacom - Janine Rebelo

FTTX has obvious advantages for the consumer because it can provide better performance than broadband services delivered primarily over copper and mobile networks – both now

and in the foreseeable future. FTTX offers the highest possible speeds of internet access, both downstream (from the network to the end user) and upstream (from the user to the network).
FTTX has a very high potential of growth opportunity, as it provides a value-added service.

Benefits of downloading this presentation:
  • Description of FTTX and the network drivers for FTTX
  • What FTTX contributes to revenue growth opportunities
  • Deeper explanation of the network design