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...
589 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...
414 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...
343 Views
Sector Capsule: Vacuum Cleaners in China
Vacuum cleaners registers volume growth of 9% in 2016, with sales reaching 7.8 million units Rising consumer demand for convenience supports...
440 Views
Ban on For-Profit Schools in 2017
China enforcing ban on for-profit schools grade 1 to 9 effective September 1, 2017. The start of a move to impose more Chinese ideological...
232 Views