Untethered Thoughts: Setting the Base (Bias) Line
Telco service providers continue to face the challenges of pressure on traditional sources of carriage revenue and from attempts to realize real...
1.7k Views
Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
436 Views
TPG Confirmed as Fourth Mobile Entrant; StarHub FVE Down to S$2.50
Australian telecom operator TPG has purchased mobile spectrum licenses in Singapore and confirmed plans to launch a mobile network in 2018. We...
250 Views
ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
351 Views
ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
246 Views