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NSR Policy Quick Take: The Vance Selection - Implications for Telecom and Tech?
Yesterday, Trump announced that his running mate this time would be Senator J.D. Vance. For us, the question is what are the implications for telecom and tech policy? As we explain, the odds favor the answer being “not much,” but in a year in which the odds are constantly being upended, investors should understand that if Vance has an impact in either area, it could be a very big deal.
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New Street Research
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
Blair Levin
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