Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?
Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...
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China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: Â A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
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Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017
GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...
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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...
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Is Ctrip.com Another Priceline? Or Another Expedia? Or Neither? We'll Find Out Sooner Than You Think
Overview: Will Strong Revenue Growth Ever Lift CTRP Margins?Ctrip.com International (ADR) (CTRP US) has expanded dramatically over the last few...
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