Equity Best Ideas
The most compelling equity ideas globally from Morningstar's coverage universe. Updated for February 2016. Recent Asian additions: ANz...
183 Views
Lifting The Lid On Warren Buffett's Investment Secrets (Update)
In May, I published a report citing recent journal literature that sought to decompose Buffett’s Alpha. The authors attribute Warren Buffett’s...
526 Views
Macau's Mass Gaming Recovery: Sands China to Benefit
With Chinese central and Macau governments expected to roll out policies to support Macau's tourism industry, and with new casino openings likely...
225 Views
Best Ideas Update: Macau Gaming
Despite near-term uncertainty in Macau, we view the pullback in Best IdeaWynn as an attractive entry point for investors, as our long-term view on...
231 Views
Genting Enjoys a Strong Position in Singapore's Gaming and Tourist Market.
Genting Singapore operates one of only two casinos in Singapore.Genting and competitor Marina Bay Sands hold roughly equal market share.The casino...
261 Views