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
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
381 Views
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
188 Views