Morningstar Markets Observer: Q2 2016
All fixed-income indexes posted especially strong returns considering the current low-yield environment, because of falling interest rates and...
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China Internet: Sector Inputs Supportive for Tencent and NetEase.
Strong results from China Mobile Ltd (CM) in particular are supportive of the Chinese internet stocks. Our view has been that just looking at the...
274 Views
From Famine Comes Feast: China Mobile's Strong 1Q16 Driven by Rising Mobile Data Usage
After challenging results commented on in Chinese Telcos: Underlying Return Story Intact Despite Poor Quarterly Results, this week we saw a...
207 Views
China Internet Update: Mobile Data Traffic Accelerates, Driving Advertising Sales
Financial results for the 4Q15 were generally ahead of investors' expectations. While macro concerns remain, concern over the internet names has...
226 Views
China Unicom. The Profit Warning that Isn't.
There is sure to be some nervousness following China Unicom Hong Kong Ltd (CU)'s announcement of a profit warning ahead of their 1Q16 results to be...
202 Views