China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
579 Views
Hisense Group: Another Chinese Manufacturer to Watch Out
During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge...
411 Views
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...
405 Views
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
How Incomes & Demographics Will Drive Traditional Toys/Games Spending Shifts in Key Emerging Markets
Emerging markets, following a slowdown in traditional toy sales due to macroeconomic volatility, are expected to recover through 2020 and once...
397 Views