https://www.podbean.com/media/share/pb-cvbta-1700a41

The Asian telecom tower market is seeing dynamic transformation, driven by consolidation and M&A. MNOs are divesting assets to unlock capital and reduce debt, while independent towercos are rising, supported by favorable regulations and 5G rollout. Major deals include MIDC’s acquisition of 154 Globe towers in the Philippines and Brookfield’s $2.5B investment in American Tower India.