Political Issues Rattle EM Currencies and Markets
Investors Rattled by Political Concerns in Major EMs - Some Oversold Emerging Market Currencies and Markets - Broad weakness driven by...
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CDR Closer After 6 Funds Got Approvals – What Should Investors Do at Beginning of CDR?
CDR Closer after 6 Funds Got ApprovalsCDR, or China Depository Receipt, represents stocks traded in the US stock exchanges. In other words,...
105 Views
China Mobile Weakness Overdone. Now Our Top Pick.
Chris Hoare and Alastair Jones looked at the Chinese operators in a previous note and suggested a number of investor fears were overdone. In...
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Chinese Telecoms: Unwarranted Fears over Capex, Regulation and Data Prices.
Chinese telco stocks have been dismal performers since 4Q17, hit by a number of concerns over regulation and data pricing, and capex (esp for 5G)....
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China Tower Corp IPO: An Elephant Still Growing
China Tower Corp, the largest telecom tower infrastructure provider in the world, is preparing to raise USD10 billion and list in Hong...
668 Views