The biggest markets for upcoming telco service provisioning and innovation is certainly zeroing on developing countries. Market saturation and relatively long ROI; Return on Investment times have shifted attention to the developing world with China and India which offer lucrative markets. Elsewhere opportunities are abound in Africa and Latin America as can be seen with the massive success of Celtel in Africa and Tigo in Latin America.

Manufacturers have switched focus to feature packed low cost phones for such markets. Initial investors are cashing out as can be seen with the recent Safaricom IPO in Kenya and Celtel IPO in Zambia.

Hence it a sector that will increasingly be under more scrutiny both on the technology and business drivers. There will be investment opportunities carving themselves out for conglomerates, private investors funds, private equity firms and even venture capitalists.

In our series we will mainly highlight Kenya as a testbed, looking at the intricacies of doing business in the developing world, everything from political patronage, inefficiency to innovative business models and service delivery.

Stay tuned!


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