In today's economy, many sectors – telecoms, cable TV, digital branches from social media to internet search, health insurance, pharmaceuticals, agro-business, and many more – cannot be understood through the lens of competition.
Both shed solid old businesses and bet on acquisitions in higher-margin, growing sectors (telecoms for GEC, which renamed itself Marconi in the process, and specialty chemicals for ICI).
Our clients are large enterprises in service sector industries (telecom, airline, insurance, utilities) with high volume and low value complaints.
Deregulation transformed the airline sector while telecoms experienced a technological revolution.
But Thein Sein's administration has also opened up the country to the outside world, inviting tourists and investments in a variety of sectors, including telecom.
Question: What about sectors like telecom?
So you take a sector like telecoms, and companies such as Deutsche Telekom are already in.
Our list also includes plays in hot sectors like telecom and semiconductors, and in cool ones like paper and steel.
Over the past 20 years the group has diversified with investments in sectors including telecoms, banking, property and agriculture.
Security concerns in sectors like telecoms may be legitimate, but can also be used as a smokescreen for protectionist impulses.
