Recent Meetings with the Chinese Telcos: Preference for China Unicom Retained
We met with the Chinese telco operators before Christmas and our comments are summarized below. As a general comment, the meetings did not change...
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Big Brother (Season Finale): Gaijins At the Gates
Even as Thailand courts FDI, one thing we found interesting is that the long term strategic holders usually ends up not in private hands abroad but...
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ANIMAL SPIRITS REPORT: Investment Outlook - Emerging Markets Trumped but Japan Escapes Value Trap
"Overweights" - Japan and Taiwan "Underweights" - India, Singapore, Indonesia, and the Philippines Recent Upgrades - Japan, Taiwan, and...
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ANIMAL SPIRITS REPORT: Country and Sector Earnings Revision Summary (Dec 2016)
Country and Sector Earnings Revision Summary J-curve effects apparent in Europe, Australia, and Japan Emerging market earnings revision...
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ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
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