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...
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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...
404 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
Motels Industry Is in Decline
The motels industry’s growth rate in revenue decreased 4.0% in 2015 set a value of $21 billion. Over the last five years, revenue decreased by 0.6%...
192 Views
Fast Food in China Is Maturing
The fast food restaurant industry in China is going to generate $135.6 billion in 2016, up 8.3% compared with 2015. The revenue is projected to...
157 Views