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Lachlan MacGregor

Overnight Trump signed an executive order that allows the US to ban telecom network equipment and services from foreign adversaries. This is clearly aimed at China and its telecom equipment champions Huawei and ZTE. The Commerce Secretary can ban companies that have close ties to foreign governments as they could... Show More

Lachlan MacGregor

Cable media stocks fell sharply after AT&T announced video subscriber losses, following Comcast and leading to $60 billion being wiped off their valuations. Investors love Netflix but competition is coming. Amazon may move into the $560bn prescription drug market. And more exciting technology developments in transport. Show More