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QAV America 007 – Tariffs, Towers, and the Telco Gamble in Africa
QAV America (free feed)
39 minutes 48 seconds
6 months ago
QAV America 007 – Tariffs, Towers, and the Telco Gamble in Africa
In Episode 7 of QAV America, Cameron and Tony unpack the rollercoaster of IHS Holding (NYSE: IHS), a telecom tower operator entrenched in the geopolitical chaos and economic turbulence of Nigeria and beyond. They dive into IHS’s financials, foreign exchange exposure, and growth prospects, all while navigating sovereign risk, coups, and currency collapse. Alongside, the duo discusses Trump’s new tariff threats, how macroeconomic noise distracts from fundamentals, and why ignoring the headlines might be the smartest investing strategy. It’s part deep dive, part reality check, and part investor therapy.