telcos

Latest news and analysis on telcos

Fixed Income

Déjà vu: AI’s debt binge draws European telco parallels

AI’s capex boom is fuelling a historic debt surge. Are hyperscalers repeating the mistakes that sank Europe’s telcos?
Phil Strano
Yarra Capital Management
Education

Is Telstra still the market leader in Aussie telco? The investment view

What the market is missing on Telstra
TLS
Firetrail Investments
Firetrail Investments
Expert Insights

2 sectors facing headwinds as cash rates and inflation remain elevated

In this interview, KKR's Richard Schoenfeld outlines where he is seeing stress in the market today.
Ally Selby
Livewire Markets
3
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