Upgrading 2017 Macau Gaming Revenue Growth to 6%; Policy Risks Prevent Robust Recovery
We have revised our near-term Macau gross gaming revenue growth forecast, based on our industry checks that point to improvement in both VIP and...
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China Auto 2017 - Hangover Time
China's Passenger Vehicle sales is very likely to have an annual decline for the first time in 2017. The 15% y/y growth in 2016 (which saw Chinese...
333 Views
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...
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GM Fined for Price Fixing in China
GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models. The fine was set at 4% of the models in question, the law allows for...
393 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...
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