While much of the global economy is shrinking, inevitably, as a result of Covid-19, IT and ICT infrastructure are increasingly attractive destinations for capital deployment for the wider investment community.
In this session we explore:
* Strategic asset acquisition, with particular attention to core markets rather than Tier 2 opportunities
* No real negative shift in industry trends post-Covid19. Increasing M&A appetite and further consolidation forecast
* Increasing movements on enterprise creation, aiming to gaining market share
* Portfolio enlargement across the wider Telecomms spectrum
* Divestment in DCs by the tower industry in order to raise funds – what are the consequences?
* New investor typologies, new money: with traditional assets’ value being severely affected by Covid19, 2020/21 is finally the year of “data as the new oil”
* Rethinking the value of projects that factor in clean, and reliable energy