As Political and Economic Uncertainty Rattle Developed Markets - Emerging Markets Provide a Haven
Emerging Markets Have an Opportunity to Shine as Growth and Valuations Relative to Developed Markets Capture Market Attention Euro Area: Draghi...
220 Views
China Telecom / China Mobile - All Three Chinese Operators Report Continued Growth
We wrote recently about the increased uncertainty from government policy (mainly related to data roaming charges being removed). The scale of the...
268 Views
Pilot Program on China Depositary Receipts Launched - Expect the Big 5 to Prep Quickly
A month or so ago it was officially revealed that a China Depositary Receipt program was on its way (it had been mooted unofficially for many...
512 Views
Indian Telcos: Are We Looking at a Two-Player Market as JIO Keeps the Pressure on Incumbents?
The standard view of Indian telecoms has been that India was moving rapidly to become a three-player market as Reliance Industries' (RIL IN) Jio...
291 Views
China Unicom: Mobile Growth Remains Strong but Data Roaming Changes Will Have an Impact
China Unicom (762 HK) has been and remains New Street Research's top pick among the Chinese telcos. It has a lower valuation and more levers to...
291 Views