Though many parts of many economies might not see a “V-shaped” recovery post-Covid-19, Analysys Mason believes 5G capital investment will do so. If that happens, and looked at from a longer time frame, it will be almost hard to see the impact of Covid-19 on capex. That would be in keeping with past experience in the aftermath of the 2008 Great Recession, for example.
And though Analysys Mason also predicts a revenue decline in developed markets of as much as 3.4 percent in 2020, growth will return in 2021. That also would be in keeping with the connectivity provider revenue recovery from the Great Recession.
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