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BMI: Middle East & Africa Telecommunications Insight (Nov-11)2011-12-23 11:59:00 (читать в оригинале)On September 29 2011, Bharti Airtel announced it had signed a deal with Nokia Siemens Networks (NSN) to deploy 2G and 3G networks in seven African countries. BMI believes it a good strategy for NSN, which will allow the company to gain experience and increase its presence in the fast-growing African market. BMI predicts African telecoms businesses will enjoy strong growth over the medium term, and the move will help NSN in its strategic shift from low growth developed countriesto high-growth developing markets.The move comes one day after the announcement that NSN?s parent companies Nokia and Siemens will invest EUR500mn each in the company, and a new head of strategy was appointed. These shifts in dynamics bode well for the company, as its heavy focus on low-growth developed markets has led to a loss of competitiveness and slow revenue growth. This deal shows the company is looking to move to markets with greater growth potential. Africa is a high growth region, and we expecttelecoms services to take off in line with the economies of many of these markets. By gaining a greater foothold in the region, BMI believes NSN will be well placed to benefit from this growth.
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