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Jan 24 2009	Full PDF Version

Key Trends in 2009 for China & India Growth Amidst the Storm

As the global economy shrinks in 2009, the relative importance of China and India as growth engines has never been greater. Even at reduced levels of economic growth, China and India will account for most of the world's GDP growth this year. In the telecom sector, there is some evidence already in China of a slowdown in telecom subscriber growth, but licensing of 3G is providing a counter-cyclical boost as 3 operators roll-out networks and marketing campaigns. India is about to commence its 3G licensing process, adding new vigour to that already dynamic market. A newly release white paper on India's 3G opportunity can be found at www.bdaconnect.com/india/ficci. Today China and India combined account for around 900 million mobile subscribers. BDA forecasts this to grow to 1.7 billion by 2013. In terms of new mobile subscribers, China and India will account for more than half of the world's growth in the next 5 years. In this Analyst Note, we take a look at the key trends that will be defining the telecom and Internet sectors in China and India in 2009. BDA's teams of Beijing and New Delhi based professionals look forward to assisting you to profit from opportunities in these critical growth engines.

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