As Macau Gaming Recovery Surges Toward 6th Sequential Month of Gains, Shares Remain Undervalued
Macau has weathered powerful headwinds from government crackdown policies since late 2014 but has now reversed downdraft to post strong YoY...
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Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
313 Views
China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)
My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...
263 Views
Japan's Upper House Passes Casino Bill: It's a Potential Runway to a $30 Billion Industry
A look at the dynamic demos of the Japanese integrated casino resort potential. Las Vegas Sands Corp (LVS US), Wynn Resorts Ltd (WYNN US), MGM...
287 Views
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
387 Views