ANIMAL SPIRITS REPORT: APAC Valuation Snapshot (Dec 2016)
Japanese valuations are compelling Emerging markets have re-rated Korea discount intact MSCI China significantly lower valuation than MSCI China...
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ANIMAL SPIRITS REPORT: APAC Equity Strategy Quarterly Review - Markets, Macro, Themes, and Stocks
Quarterly Review - Macro, Country, Sector, Thematic and Equity Ideas Anticipated the reflationary regime shift, the Fed "hot" policy and the BOJ...
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Cash Declaration at Customs Not a Risk for Macau Gaming, but Potential Capital Control Measures Are
In our view, the Macau government’s proposal for declaration of cash and cash equivalents over MOP 120,000, or USD 15,000, at the border will not...
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The Trump Presidency: A Look from the Inside Out on Possible Impacts in Asian Economies
The author was a senior executive in Trump’s casino organization for 3 years: a view from the inside Trump’s public statements and private...
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Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)
Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...
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