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,...
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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...
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