Marriages on the card for Indian telcos

With India’s digital space becoming competitive by the day, telcos are emerging as exciting options for global investors, and RJio is not the only one attracting suitors

- THOMAS GEORGE

The Indian Telecom space has a lot of pink noise bubbling underneath the mundane humdrum of quarterly report cards, subscriber base slices, and spectrum battles. Players that are sharp enough to sniff the future direction are packing their arsenals well for the explosive opportunities that can erupt very soon enough.

Interestingly, every player has some distinct strategic ammunition up its sleeve to garner new-age advantages.

They are not shy of shelving what is out of context now, neither are they hesitant in making a pole vault to completely new terrains.

Let’s start with the impact that an unexpected horse from another stable – Amazon – can make for the existing cowboys.

Some cartwheels

The American multinational, Amazon, has been looking at the Indian market with keen interest. Its interest gravitates towards the company’s consumer-centric businesses and has deepened in the last few years. This could be an upshot of the pace and at penetration at which as this giant has, steadily, established a good foothold in the online market space.