TRADE IDEA - Melco (200 HK) Stub: Lose a Little Sleep in Macau
Visitors to Macao will notice the gaudy designs of new properties like Studio City and the City of Dreams owned by Melco. Few will know that the...
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Global Equity Strategy: Constructive Outlook Intact, Bottoming Process Continues
We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist...
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CNY 2019 Consumption/Tourism Preliminary Data: Decelerating But Better Than Many Feared
Preliminary consumption and tourism data from the Chinese New Year started to come out last Sunday. While growth rates clearly weakened compared...
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Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
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Macau Offers Positive China Consumer Surprise
"There are a heck of a lot of U.S. companies that have a lot of sales in China that are basically going to be watching their earnings be...
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