North America Hits New Highs as Global Rotation Continues
North American allocations among active Global investors hit record highs, driven by Energy, Health Care and Industrials rotation.
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Global Communication Services: Lowest Exposure on Record
Selling in Activision Blizzard, Meta Platforms, Tencent and Nintendo Co Ltd force Communication Services allocations to their lowest levels on record.
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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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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