The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Telenor Purchase of Axiata's Regional Assets: Good for Norway, Not so for Axiata
On 6th May, Telenor Asia and Axiata Group (AXIATA MK) announced that Telenor will acquire Axiata in an all-share deal that will leave Telenor with...
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Hasina Retains Power, Spurred by One of the World's Fastest-Growing Economies: Buy Bangladesh
The Bangladesh Taka has, like the Vietnamese Dong, been among the world's most stable currencies over the past 7 years. With real GDP growing 7.9%...
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Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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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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