Three Short-Term Risks For Asia Telecoms Markets

摘要

1. The race to commercialise 5G will weigh on emerging markets which still have strongopportunities to monetise their 4G networks.2. Pricing action, coming from increasingly proactive regulators and new entrants willweigh on operators’ short-term profitability.3. Data localisation laws will raise operational expenditure for tech/telecoms companies,which will need to invest in local data storage capacity.