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...
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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)...
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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...
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Sector Capsule: Vacuum Cleaners in China
Vacuum cleaners registers volume growth of 9% in 2016, with sales reaching 7.8 million units Rising consumer demand for convenience supports...
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Cash Declaration at Customs Not a Risk for Macau Gaming, but Potential Capital Control Measures Are
In our view, the Macau government’s proposal for declaration of cash and cash equivalents over MOP 120,000, or USD 15,000, at the border will not...
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