ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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Emerging Market Telecoms: Returns Have Bottomed. Outlook Improves.
Returns in emerging market wireless telecoms have bottomed as the sector takes a capex holiday after the 4G roll-out. We continue to like...
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Taiwan Telcos: Benign Competition and Dividends Support Valuations
We don't write about the Taiwanese telcos all that often. This is effectively a three player market with the new entrants having had little impact...
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Taiwan Telcos: Dividend Supported
Recent meetings with the Taiwan telcos revealed a pretty stable industry. All three large operators stress the "rationality" of the market and...
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