New Street: Global EM Telcos "Bond proxies"? Not on the evidence. Going forward expect modest real growth for EM leaders
In our recent note we established that leading EM telcos are “good businesses”, with returns above their cost of capital. In this note we show that EM leaders have historically grown in line with inflation on average.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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