Great Wall 3Q 2016: Official Price Cuts ? Let the Bad Times Begin
In my recent piece China Autos Correlation with Property: The Case to Be Bearish Now I highlighted a risk of purchase tax expiry + property curbs...
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What Does Output Tell Us About the Chinese Economy?
After being upgraded as a middle income level country, the middle kingdom seems to be slowing down economically and it can be vividly observed in...
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China Autos Correlation with Property: The Case to Be Bearish Now
With a 27% YoY print out from CAAM for Chinese Autos in September 2016 and stellar numbers by all auto OEMs I might sound a bit crazy while...
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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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China Starts Verbal Retaliation Against THAAD Deployment
The Korean government officially announced on September 30th (yesterday) the site of where (Terminal High Altitude Area Defense) THAAD will be...
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