Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results.
The latest round of results from the three Chinese telcos were mixed at best. Of the three, China Telecom Corp Ltd H (CT) was the pick with...
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Singapore Telcos. Price War Fears Overdone Ahead of Possible 4th Entrant.
Following IDA rulings on the upcoming spectrum auction, operators are re-positioning their data tariff tactics. MyRepublic's has recently launched...
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Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
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Netease Games Growth Starting to Slow
Netease Inc Adr (NTES) is the global leader in mobile game publishing, with revenue ahead of Tencent Holdings Ltd (Tencent) in recent iOS monthly...
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Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
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