Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results.
The latest round of results from the three Chinese telcos were mixed at best. Of the three, China Telecom Corp Ltd H (CT) was the pick with...
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Singapore Telcos. Price War Fears Overdone Ahead of Possible 4th Entrant.
Following IDA rulings on the upcoming spectrum auction, operators are re-positioning their data tariff tactics. MyRepublic's has recently launched...
296 Views
Large Caps Squeezing SMEs in Early Reading of FY2015 Chinese Working Capital
Ecstrat were amongst the first to highlight the explosive growth of working capital in non-financial companies in China. We monitor over 3,000...
275 Views
Morningstar Exponential Technology Index
The Morningstar® Exponential Technology Index is designed to provide exposure to equities identified by Morningstar’s Equity Research team as...
563 Views
Big Data as an Investment Theme
During this decade, the digital data universe is expected to grow 75-fold from 1.2 zettabytes to 90 zettabytes. (1 zettabyte = 1 trillion...
520 Views