NTT (9432 JP) Remains the Broadband King in Japan, Both for Fixed Line and Mobile

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Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

<ul>
<li>Poland: Could be a beneficiary of Brexit if Poles return to boost domestic demand. Unemployment of 5.5% provides room for workers.</li>
<li>Brazil: Congress returning to discuss market-friendly policies from Bolsonaro - Pensions are top of list for reform</li>
<li>Malaysia: Extremely dependent on external trade Malaysia has done well recently but may face headwinds if global growth slows.</li>
</ul>


Poland: Could be a beneficiary of Brexit if Poles return to boost domestic demand. Unemployment of 5.5% provides room for workers.
Brazil: Congress returning to discuss market-friendly policies from Bolsonaro - Pensions are top of list for reform
Malaysia: Extremely dependent on external trade Malaysia has done well recently but may face headwinds if global growth slows.


NTT (Nippon Telegraph & Telephone) (9432 JP)

RRG Global Macro Weekly - Poland and Malaysia Face External Forces in 2019