How to Trade the Massive Market Discrepancy That Has Developed During the 2016 Stock Market Rally
Despite the recent turmoil caused by the US Presidential election we have seen a substantial easing across a number of key downside risks to the...
164 Views
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...
190 Views
China Consumer Sentiment Drops in August As Flood Causes Panic - Actual Impact Insignificant
In August the MNI China Consumer Sentiment Indicator (CSI) dropped to a very depressed level of 111.5, well under the threshold of 116 indicating...
163 Views
"Korea Grand Sale" Driving Up Department Store Sales
We pointed it out in our previous notes Are Korean Tourism Stocks (Inbound) Bottoming? and 2016 - “Year of Visit to Korea” that the major inbound...
221 Views
2016 - "Year of Visit to Korea"
The Korean government did a massive marketing push yesterday in Beijing to attract more Chinese visitors to Korea in 2016. It was announced that...
207 Views