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It s good to talk telecoms: Why the forgotten sector for equity investors is key to the digital revolution
Comms giants crucial elements in economic recovery
With telecoms offering investors opportunities, the sun is not setting on the sector just yet
Jim Wright
The telecommunications sector has been a graveyard for investors for many years now, with shareholder returns falling way short of the wider market. Over the past five years, the MSCI World Index has delivered a return of 81%.
In comparison, the MSCI World Telecom Services index has returned 3%. Not per annum; in total. Perhaps the most remarkable aspect of this huge underperformance has been that it has occurred when the. ....

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