Asian Telecom Tower Trends: A General Improvement with China Tower Leading the Way
In our latest Asian Tower Trends report, Chris Hoare looks at the listed telecom tower industry across the region. During 4Q18, we became more...
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2018 HK-Connect SouthBound In a Nutshell
Since autumn of 2014, the HK-Shanghai Connect, and later the HK-Shenzhen Connect mechanisms have provided means for mainland investors to buy Hong...
874 Views
Chinese Telecoms: Recent Meetings Suggest a Benign Capex Outlook, but There Are Risks over 5G.
At recent meetings with the Chinese operators and China Tower (788 HK), Alastair Jones came away convinced the operators were not looking at a...
829 Views
The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
794 Views
Yuan Floor/Debt-To-Equity Swaps Boost/P2P Protests/Fiscal Vs Monetary Policy/CDR Flop
China News That Matters China’s currency conundrum State-owned enterprise clean-up Anger over collapse of P2P industry Fiscal policy not keeping...
975 Views