We Believe Brexit Fears Have Unfairly Driven Down Shares of Most European Communication Stocks
Fears of the impact of Britain's exit from the European Union have pushed down the prices of most European communication stocks. We think this is...
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Will Brexit Break EM's Back?
Against market expectations the British have voted to exit the European Union, a process that could take a few years. The first order impact is...
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Morningstar Markets Observer: Q2 2016
All fixed-income indexes posted especially strong returns considering the current low-yield environment, because of falling interest rates and...
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5G Set to Disrupt the Cellular Business Model.
New Street Research has been trying to separate the hype from reality for 5G . The traditional cellular business model is already passing, with...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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