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RiskMacroMay 03, 2026 路 14:10 CET

CIO downgrades China Mobile to Sell on state-control risk

Following tightening Chinese state-control rules on telecom operators, the CIO downgraded China Mobile to Sell. Recommendation: exit the position across all mandates where held.

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2 of 2 selected
Dimitri Petrov
UHNWIZ眉rich, CH (London prev.)CET
Position1.4%
CHF exposureCHF 0.91M
Channel WhatsApp
StyleMacro-focused
Draft, tailored to client DNA
Sends via WhatsApp at next sensible window for CET.
Aldrin Family Trust (US/CH)
UHNWIZug, CH (US persons)CET
Position0.8%
CHF exposureCHF 0.68M
Channel Email
StyleNumbers-first
Draft, tailored to client DNA
Sends via Email at next sensible window for CET.
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