Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
854 Views
Global Indexes Approaching Major Resistance
Broad global indexes are bumping up against logical downtrend resistance. As a result, our outlook remains cautious and our baseline expectation...
925 Views
Chinese Telecoms: Recent Meetings Suggest a Benign Capex Outlook, but There Are Risks over 5G.
At recent meetings with the Chinese operators and China Tower (788 HK), Alastair Jones came away convinced the operators were not looking at a...
829 Views
A-H Premium Weekly (May 22nd): China Longyuan Power, Eastroc, CIMC, Remegen
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan Power, Eastroc, CIMC, Remegen.
91 Views
HSCEI May 2026 Index Review Forecast
HSCEI May 2026 rebalance announcement due after market close today: a good time to revisit our review forecast as the decision approaches.
416 Views