China: Telco Merger Looks Intriguing, But Unlikely

China: Telco Merger Looks Intriguing, But Unlikely.

A well-reasoned reaction to the rumours about a Chinese telco merger. To add a consideration: A strong China Mobile is necessary to the decision-makers, because you can use it to experiment, as in the case of rolling out challenging technology of patriotic value (such as in the case of 3G). If China Mobile was to be seriously weakened, serious number portability and wholesale competition with virtual operators that can flexibly shop for capacity among network operators would be an easy and cheap measure.

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