The price war narrative in Canada's telecom sector has been making headlines, but fundamentals may be telling a different story, says TD Asset Management's Nicholas Clarke. He sees price competition having a limited impact amongst the big players since Q1 subscription rates are usually lighter than other quarters, and that has investors watching to see if average revenue per user (ARPU) takes a hit. Full video: https://www.moneytalkgo.com/video/telecom-sector-may-be-well-positioned-to-handle-inflation-and-ai-risks/