One of the most consistently top rated emerging markets TMT analysts in the past two decades
top three place for emerging markets telecom and TMT research in 12 different years
#1 positions in 5 different years
the youngest member of #1 rated European analyst team in 2000
top three place for emerging markets telecom and TMT research in 15 different years
#1 positions in 8 different years
the best investment professional in emerging Europe, Middle East and Africa in 2009
Key role in successful telecom IPOs
Selected trend-setting publications in pivotal moments in the global TMT industry
October 2016
prediction of strategic expansion of telecoms into broader digital consumer services shortly before AT&T’s acquisition of Time Warner and major successful consumer moves by Turkcell
November 2014
prediction of telco infrastructure spin offs, consolidation and deemphasising of net neutrality; standalone telecom infrastructure has since become popular and the US has revoked net neutrality
February 2008
prediction of a fundamentally challenging decade for telecommunications due to flawed industry and investor expectations including ignorance of disruptive factors
May 2007
warning about excessive expectations for at that time popular wireless companies by contrasting them with the earlier internet bubble
October 2002
prediction of a major boom in emerging market wireless industry that would transform economies
July 2000
prediction of a major new market opportunity in e-commerce for the 2000s