This Week in Asian Telcos: China Tower IPO the Key Event to Watch Out For
A quick tour of news flow in the Asian telco space in the past week. China: China Tower IPO, SOE reform and 5GChina Tower IPO: The massive China...
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Sell Disney; Underweight TV Broadcasters
Internet TV is the most important theme driving Walt Disney’s share price and those of other TV networks We have increased the weighting of this...
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Thai Media Spotlight: The Rise of Workpoint
For as long as I can remember, BEC World has always been the most valuable media company in Thailand...until now. There was a time when Panya...
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Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
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Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
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