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  1. Analysis of the Brazilian Total Telecommunications Services Market 2016 Featuring Amrica Mvil, Oi & Telefonica VIVO - Research and Markets

    Analysis of the Brazilian Total Telecommunications Services Market 2016 Featuring Amrica Mvil, Oi & Telefonica VIVO - Research and Markets

  2. Publicis Groupe: 2015 Annual Results

    Publicis Groupe: 2015 Annual Results

  3. UPDATE: FTSE 100 falls as oil pulls back, China data disappoint

    UPDATE: FTSE 100 falls as oil pulls back, China data disappoint

  4. EU Sets Out Objections to Hutchison's Telefó nica U.K. Deal

    EU Sets Out Objections to Hutchison's Telefó nica U.K. Deal

  5. Global Connected Car M2M Connections and Services Market 2016-2020 - Expected to Grow at CAGR of 28% - Research and Markets

    Global Connected Car M2M Connections and Services Market 2016-2020 - Expected to Grow at CAGR of 28% - Research and Markets

  6. Tech and Telecom: M&A Heats Up, and the Cloud Changes the Landscape

    Mergers and acquisitions are ramping up (as are rumors), but with the sector slightly overvalued, we stick to fundamentals and seek firms with established economic moats.

  7. Tech and Telecom Sectors: Time to Be Selective

    Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.

  8. This Undervalued Telecom Finds Large Scale in Small Markets

    Narrow-moat Millicom's dominant position in Latin America yielded impressive 2014 results despite currency headwinds.

  9. Tech and Communication Services: Gravitate Toward the Moats

    With these sectors trading above our fair value estimate, investors should seek firms with established economic moats to help them withstand near-term revenue and operating margin volatility. Plus, get our take on Apple Pay's impact and the ongoing wireless spectrum auction.

  10. Tech & Telecom: Big Data Takes Many Forms, so Choose Wisely

    As enterprises allocate spending toward data analytics, we see increasing complexity leading to opportunities for legacy technology providers and services firms.

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