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Global telecommunications - an attractive opportunity
27 August 2010
If the next 10 years resemble the previous 10 years in terms of market action, dividends will be the primary source of investment returns. In this regard, global telcos are particularly well placed. Scott Klimo, Portfolio Manager of the Bennelong SGI Global Equities Fund, share his thoughts on the regulatory challenges ahead for the global telco sector, and the technological advances that will influence it over the short to medium term.