ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
402 Views
China Mobile: High-Margin 4G Subscribers Dial in the Cash
Strong cash levels, and low correlation with Western stock markets relative to its sector China Mobile is the number one mobile operator in China...
233 Views
Cybercriminals and Activists Scale up Their Attacks – Who's at Risk and Why?
Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT)...
432 Views
Recent Meetings with the Chinese Telcos: Preference for China Unicom Retained
We met with the Chinese telco operators before Christmas and our comments are summarized below. As a general comment, the meetings did not change...
335 Views
Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
438 Views