Chinese Telcos Return to Growth Led by Mobile Data Demand. Valuations Have Lagged.
Valuations for the Chinese telcos are close to all-time lows on worries of a price war in mobile data (data prices are falling rapidly). We think...
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EM Telcos: Video Growth Drives an EM Wireless Growth Inflection.
Video is becoming a âkiller appâ in emerging markets and now accounts for over 50% of data volume on many networks. Low median age, limited...
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China: The Dollar for the Short Term, Governance for the Long Term
Chinese offshore equities have continued to be among the best performing financial assets in the world over the year-to-date, but the risks are now...
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HK Connect Flows Weekly (Apr 30th): Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig Shanghai
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, China Mobile, CNOOC, Tencent, Xiaomi, CCB, Cig...
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Chinese Telecom Market Provides Favorable Backdrop for Stocks:Â Defensive Long-Term Growth on Offer
The Chinese telecom market is one of our favorites in the region, with organic growth stemming from country GDP growth forecasts averaging around...
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