The entire telecom industry in India is headed for a slowdown thanks to rock-bottom rates in an environment that already is witnessing flat data revenues.
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The manner in which Reliance Jio, Indian telecom's newest entrant, choses to grow its subscriber base will determine the shape of pricing in the years to come.
Reliance Jio still has to woo existing customers away from tenacious biggies like Airtel and scrappy middleweights like Idea. However, that aside, it seems to have all the pieces in place in a remarkably well-thought out and brilliantly executed strategy.
The Indian government has other plans for the unutilized TV spectrum used in white space technology.