China Mobile Weakness Overdone. Now Our Top Pick.
Chris Hoare and Alastair JonesĀ looked at the Chinese operators in a previous note and suggested a number of investor fears were overdone. In...
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Chinese Telecoms: Unwarranted Fears over Capex, Regulation and Data Prices.
Chinese telco stocks have been dismal performers since 4Q17, hit by a number of concerns over regulation and data pricing, and capex (esp for 5G)....
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China Tower Corp IPO:Ā An Elephant Still Growing
China Tower Corp, the largest telecom tower infrastructure provider in the world, is preparing to raiseĀ USD10 billion and list in Hong...
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Update on Pilot Program on CDRs -Ā Administrative Measures Draft Announced
On Friday May 4th, the China Securities Regulatory Commission released a Draft DocumentĀ (CSRC link, Chinese only)Ā called "Administrative Measures...
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Riedel CNBC Interview - Opportunities in EM During Market Volatility
Please find below a link to a CNBC interview yesterday with David Riedel of Riedel Research on opportunities in Emerging Markets in the context of...
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