BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages, asset managers and research agencies. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Reliance Securities Report
Global 5G rollout will accelerate digital transformation of enterprise in the current decade.
Telecom operators are expected to invest $1.1 trillion in next five years, out of which 80% will be spent on 5G infrastructure.
Expect incremental spending on network softwarization via network function virtualization/software defined networking and network analytics.
Limited impact of Covid-19; operators maintain earlier mid-term 5G rollout plans.
Tech Mahindra Ltd., which derives 40% revenue from telecom business, is well-placed to benefit from IT modernisation by the telecom operators.
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