Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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IKang THREE?
An article (below) in today's edition of Caixin reports that China Life Insurance, which had been part of Chairman Zhang's bidding group, made a...
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It's Alibaba's Game Now: "Meh" Is Possible
Meinian Onehealth has withdrawn its US$25/ADS bid to acquire iKang (announcement to the Shenzhen exchange attached), leaving Alibaba-backed Yunfeng...
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Emerging market fibre/cable operators (Altnets) are likely to outperform local wireless peers
Fibre/cable firms (Altnets) have a strong growth dynamic in most EMs and the potential to create value through wireless entry using small cells...
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China's Healthcare Reform Taking Shape: An Update
There have been several announcements on the subject of healthcare reform recently. Most of these developments mark steps forward in the process....
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