- This post discusses the emerging market wireless sector. These are businesses that offer cell phone services in countries like Paraguay, Syria or Chad.
- I’m bullish on this sector. While I have reservations about mature wireless companies, emerging markets still benefit from under-penetration, and there is room for continued rapid growth over the next several years.
- If a given emerging market avoids currency depreciation, political turmoil, or excessive competition in the wireless market, the mobile telephony business is quite a good one as the resident country grows from low mobile penetration to high penetration.
- The emerging market PDF materials discussed in this post can be downloaded here…