Luis Antonio Hilado

Thematic (Sector/Industry)

Indonesia Telecom services / Thematic (Sector/Industry)

Digital Telecommunications Infrastructure Fund (DIF TB)

Digital Telecommunications Infrastructure Fund

<ul><li>Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real and/or market valuation upside from OTT forays</li><li>The need for speed continues to provide grounds for governments and consumers to keep telco capex high and suppress returns</li></ul>

Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real and/or market valuation upside from OTT foraysThe need for speed continues to provide grounds for governments and consumers to keep telco capex high and suppress returns

Philippine Long Distance Telephone (Adr) (PHI US)

Next Generation Satellite Communctns (BJ SP)

Untethered Thoughts: Setting the Base (Bias) Line