ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
325 Views
Telstra: NBN Showing Strong Momentum
Progress at NBN Co has accelerated in 2016, reaching 3m premises during August 2016. Nearly 2/3rds of all Australian premises are either in design,...
175 Views
Telstra's Slower Growth but Still a Reliable Dividend Stock
Telstra (TLS AU) reported FY16 numbers recently that were slightly below our expectations. However, while the operating result was a bit weak, the...
173 Views
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...
821 Views
Telstra's Leading Position and Reliable Cash Flow Make It an Attractive Income Stock
For Fiscal 2016, the delivery on guidance was such that the result could be regarded as "boring"--a treasured quality against the volatile economic...
161 Views