- Geopolitical risks are back on the agenda following change in U.S. presidency.
- Hence, there are questions about possible impacts on Ericsson and Nokia, the two main beneficiaries of Huawei's woes.
- A risk matrix helps for better understanding.
- The two Scandinavian companies are situated at different points in their turn-around journeys with Ericsson enjoying better profitability.
- Both should continue to grow their top-lines, taking into consideration a mid-way scenario whereby there is a gradual relaxation of the Huawei's ban.
For further details see:
Ericsson And Nokia: Assessing Geopolitical Risks