China Unicom Weak 4Q18 Mobile Results Offset by Strength in Fixed Line Business
China Unicom's (762 HK) recent 4Q18 results were not great. The overall figures look ok due to strength in the fixed line business which offset...
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China Tower. How Far Will It Rally?
China Tower (788 HK) has rallied strongly in recent months and the question raised repeatedly in recent client meetings was "how much further is...
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China Tower Results Confirm Lower Capex Outlook, but Were Otherwise Mixed
China Tower (788 HK) reported 4Q18 results that looks slightly disappointing. However, they did deliver strong net profit, confirmation that capex...
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Quick Read of 2019 Government Work Report - Bulls and Bears
The Premier Li Keqiang had just conducted an annual Government Work Report in the two session conference (两会) in Beijing this morning. In this...
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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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