Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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Netease Games Growth Starting to Slow
Netease Inc Adr (NTES) is the global leader in mobile game publishing, with revenue ahead of Tencent Holdings Ltd (Tencent) in recent iOS monthly...
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Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
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Thai Telcos: The Worst Is Over. Or Is It?
Twelve months ago Thai analysts were almost certain that telco margins would rise and stay at elevated levels as concession fees ran off. The...
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The Urge to Merge (China Moves)
In our recent post we talked about the likelihood of regulators allowing in market mergers within emerging markets. While this traditionally would...
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