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Dialing Up Communications ETFs

iShares Goldman Sachs Network Index Fund ETF ETF:IGN, PXG - Dialing Up Communications ETFs

Communications equipment makers, such as Dow component Cisco Systems Inc. CSCO 0.65% and rival Juniper Networks Inc. JNPR 0.31%, performed worse than the Nasdaq Composite during the recent broader market pullback. That spells opportunity with the group in the eyes of some analysts.

“While overall carrier spending remains more subdued, capital-expenditure guidance from the tier-1 U.S. operators point towards modest second-half improvement relative to the first half of 2015, even though the outlooks for many of our covered companies embed flattish second- and first-half trends. Importantly, emerging market exposures remain modest, with most of our covered companies maintaining low-single-digit...


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