Asia Views

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4G Delay Confirms Risk Outlook

The postponement of the 4G auction confirms our short-term telecoms risk outlook. We believe regulatory headwind are unlikely to dissipate anytime soon under the military Junta and this will upset...

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Top Five Markets For Fixed Investment

BMI View: The Asia Pacific region will see very strong growth in fixed capital formation (FCF) over the next decade. While the bulk of the project pipeline in value terms will continue to sit in a...

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