Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation. New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors: We provide debt research on: In a separate note published today we analyse the Data Centre opportunity for EM Telcos globally which shows that the best value opportunity for those that can invest is probably in China. The 3 Chinese Telcos are each among the top 6 providers of co-location DC capacity...