Telecom Capex – Past, Present and the Future
Together with the team from Strand Consult, I have written the report The Nature of Telecom Capex until the End of the Decade, comprehensively analyzes capital expenditure (Capex) trends in…
China
Is there a legal risk to criticizing Chinese companies?
Strand Consult is honored to feature the first part of a groundbreaking story by Bethany Allen in The Wire China, “Libel Lawfare: Is there a legal risk to criticizing Chinese…
The Digital Future Requires Making 5G Secure
From smart cities to smart cars, to smart factories, the future will be built on ubiquitous microchips connected by wireless networks. Fifth generation (5G) technology promises to bring the high-speed,…
Huawei data centres and clouds already cover Latin America. Chinese tech influence is a gift to countries and politicians that don’t respect human rights
This blog post is also available in Spanish. Huawei is building a strong and powerful network of 2G, 3G, 4G and 5G mobile and Internet infrastructure in Latin America. The…
Huawei – Nowhere to run – Patents are no panacea
For more than 20 years, I have analyzed the global technology sector and prepared equity sell side research, first for Nomura Securities, and now for my own firm Radio Free…
