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...
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Digging Beneath the Surface of Chinese GDP
China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...
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Korea Stock Market Monthly Recap #4 - (July 2016)
Key Events in July - Rebound from the Brexit announcement, driven by expectation of further delay in Fed's rate hikes coupled with increasing...
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China TowerCo: A Low Fee, Low Return Telecom Tower Business. Positive for Chinese Telcos.
After almost a year of discussion in China, we have finally seen announcements from the China Towerco on lease fee payments. The Chinese telco...
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China Unicom Placement: Worst Performing Chinese Telco, Albeit Turn-Around Potential
China Unicom Hong Kong Ltd , one of the three major telecom service providers in China, sees its shareholder Telefonica SA placing 361m shares...
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