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Investment ideas

Divends are the crux

Reading time: 1 Min
Ever since the implosion of the dot.Com bubble, the global telecom sector has been been consolidating within a broad trading range, enormous debt loads and vast infrastructure investments, combined however with stable gross revenues and high dividends, characterise the industry. Now, following this protracted phase of consolidation, its earnings outlook has improved significantly. Hence, the window in time for tactical positioning is now open.

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