Telecom carriers and equipment providers that offer the most attractive opportunities are focused on 3G wireless technologies, emerging 4G technologies, broadband (DSL) and fiber-to-the-home/premises networking. The collapse of the financial markets has left an indelible mark. We have seen that sector diversity is a less secure natural hedge in today's increasingly correlated world markets.
However, the telecommunications industry as a whole offers a number of attributes that are difficult to ignore for most investors.
Companies that match well with the aforementioned considerations include Vodafone Group Plc (VOD), Vivo Participacoes S.A. (VIV), Rogers Communications Inc. (RCI) and Arris Group Inc. (ARRS).