How to Trade the Massive Market Discrepancy That Has Developed During the 2016 Stock Market Rally
Despite the recent turmoil caused by the US Presidential election we have seen a substantial easing across a number of key downside risks to the...
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Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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Underlying Retail Sales Weakness in China
The latest rebound of the Chinese economy is a reminder of how the country’s financial and industrial sector is in the strong grasp of Beijing....
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China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant
In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating...
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Retail Sales in China Outside Headline Numbers Remain Weak
The recent spate Chinese data released, seems to be promising due to the slow growth and relative decline in the real economic growth. This...
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