Latin America $4.79 Billion Infrastructure as a Service Market: 2016-2021 with 2015 as the Base Year - Research and Markets
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Three former winners vie to add to their trophy case.
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.
For investors with a strong conviction about the fortunes of telecom firms, this ETF's low fees make it an appealing option.
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.
Narrow-moat Millicom's dominant position in Latin America yielded impressive 2014 results despite currency headwinds.
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.
As enterprises allocate spending toward data analytics, we see increasing complexity leading to opportunities for legacy technology providers and services firms.