ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
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Singapore Telcos: A (Nasty) TPG Surprise.
The surprising emergence of TPG (TPM AU) has thrown a well-funded, large, and disruptive contender into the mix as a 4th entrant. While TPG has...
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Singapore Telcos - What's Next? Evaluating the 'new' New Entrant Aftermath.
Change is the only constant, likewise visible in the once deemed 'predictable' and 'boring' telecommunications sector. This is an add-on to Toh...
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Singapore Telcos - Three Bids for 4th Mobile License and This Is Just the Beginning
IDA announced that airYotta, MyRepublic and TPG Telecom have submitted bids for the fourth mobile license.This is just the beginning of a...
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Singapore Telcos Show Weak Trends. All Eyes on September New Entrant Deadline
Singaporean telecom service revenue trends remain negative. For now, attention is focused on the 4th entrant process with the IDA setting an early...
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