Macau Casinos Look Winners from China Stimulus
‘However, given the lagged impact of a spate of policy easing measures implemented since June to bolster growth against trade war risks, we should...
476 Views
Trump-Xi Talk, Halting Deleveraging Provides ST Relief, Stock Performance Divergence to Follow
This week’s broad rally among Chinese stocks (A, H, US ADRs), occurred in the absence of any structural catalyst but merely on speculation of a...
881 Views
Macau VIP Rolling Dips, Reduce Exposure to Gaming Stocks
According to the industry consultants who guide bank analysts with weekly gaming revenue in Macau, GGR grew 22% during the first 7-days in October,...
618 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
555 Views
Interesting Stocks to Consider in Asia
We highlight 15 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets...
699 Views