Gaming Revenue Returned to Growth in September and August; More Optimism in the Junket VIP Business
The 7.4% year-over-year gross gaming revenue increase in September is stronger than consensus estimates. The improvement is driven by a low base...
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China Starts Verbal Retaliation Against THAAD Deployment
The Korean government officially announced on September 30th (yesterday) the site of where (Terminal High Altitude Area Defense) THAAD will be...
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Can Job Retraining Initiatives Linked to China's SOE Reform Boost Growth of Private Education Firms?
After relying mainly on forced consolidation for many years (with minimal worker redundancies), it appears state-owned enterprise (SOE) reform in...
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Underlying Retail Sales Weakness in China
The latest rebound of the Chinese economy is a reminder of how the country’s financial and industrial sector is in the strong grasp of Beijing....
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July Tourism & Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
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