Table of Contents
1. Asian Telecoms: 2010 Outlook and Stock Positioning
1. 2009 Re-cap
2. Key Themes for Telcos in 2010
3. Market Commentary
2. Top Down Attractive
3. Bottom-up Challenges
1. Predicting Competition Will Be Key
2. Wireless Broadband Growth Will Accelerate
3. Regulatory Risks Subside, but Not Gone
4. Appendix