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Europe’s Telcos At An Inflection Point: Inexpensive, Defensive, Ready To Consolidate

by Mathieu Savary, Chief Strategist, Developed Markets ex US & Head of Research Innovation  

Europe’s telecoms are cheap just as Brussels moves to tear down barriers and spark cross border consolidation. Read why this blend of high yield, defensive earnings, and a powerful policy catalyst sets the stage for a major sector re rating.

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