Chinese Tourism Q1 DataWeak Outbound (+4%) But Strong Domestic Tourism (+28%)
In March, our commercial flights tracking data suggests only 2% year-over-year increase in outbound flight passengers vs. 31% in domestic flight...
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Tokyo Confab Sharpens Focus on Who Might Be Holding Winning Hands in Japanese Casino Resort Industry
Leaders from industry, government, academia, and finance met at Japan Gaming Congress at the Grand Hyatt in Tokyo (May 10-17) to refine and...
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Sino-ASEAN Strategy: Is There No Stopping This Bull Run? - Part II
Our Global Reflation Pulse Check indicates the global reflation theme remains intact. Earnings and economic growth in the US and Europe have...
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China Strategy: (Much) Smoother US-China Relations Ahead?
A longer term implication of Trump-Xi meeting is that US-China trade relations could be (much) smoother than many have anticipated. A Fuyao Glass...
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Las Vegas Sands Takes Giant Steps in Amassing a Possible $12 Billion War Chest for Asian Expansion
Las Vegas Sands announced last week it was selling its Bethlehem, PA casino hotel for $1.3 billion to the MGM REIT, MGM Growth Properties. With...
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