China Unicom. Improving Performance Despite The "Profit Warning".
China Unicom's (762 HK) "profit warning" should not be seen as a surprise. What was a surprise was the positive subscriber performance. We...
187 Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
309 Views
Chinese Telecoms: The Demand Opportunity Remains Intact.
We look at concerns over whether Chinese consumers are being overcharged for their telco service. Our analysis on revenue/pop concludes that...
279 Views
ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
401 Views
ANIMAL SPIRITS™ REPORT: Greater China View - China "Goldilocks", HK "Revival" & Taiwan "Bond-Proxy"
Investment ConclusionsMacro, Index and Sector Views Our macro baseline scenario is positive on emerging markets (EM) in Q4, 2016. We see...
327 Views