Safaricom

Global EM Telcos – A Consistent Approach to EFCF and Shareholder Remuneration

Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.

African & EMEA Telcos & Towers – Outlook 2025; Catching back what was lost…Left-field possibility – Nigeria from Zero to Hero? VEON looks strong

Sub-Saharan African Telecoms: Solid quarter; Q3 24 review

African Telcos - Catch Back: Headwinds easing, many markets to 2 players, recapture of some hard dollar revenue likely - AAF top pick, Vodacom to Buy