equity research 1 december 2006 global entertainment overweight opportunities for hollywood in bollywood india media and tour is the one of four bric countries where we believe there significant revenue profit opportunity companies over near to intermediate term are brazil china russia each emerging growth markets may hold long but that distribute content leverage a traditional advertising subscription model now place it poised continue rapid several years as multi channel tv business evolving toward digital platform will expand market well ability providers actually get paid news corp disney sony best positioned among biggest capitalize on this due part their existing operations case also recent acquisitions list could significantly viacom time warner discovery already ground expect most if not all major
