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Data sector focus, telecom infrastructure spotlight, fiscal effect on equities & more

IC Daily email update
November 16, 2017

In this week’s Sector Focus Megan Boxall looks at the rapidly growing data sector and how it is responding to a long overdue update to privacy rules around the world in the coming months. Megan assesses which companies are best placed to benefit and who might be threatened.

Meanwhile, all that data has to be shifted somehow, hence the recent deal between Vodafone and network infrastructure specialist CityFibre which is the subject of this week’s News Spotlight.

Following on from yesterday's Budget preview, our resident economist Chris Dillow today analyses what effect fiscal policy can have on equities