Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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Macau Gaming: Beaten up Sector Has Potential to Reverse
As sentiment begins to turn in Macau Gaming stocks, Global EM investors are positioned at their lowest levels in a decade.
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Macau August GGR: When Do the Punters Return?
Macau August GGR (gross gaming revenue) continued to be weak -95% yoy despite the resumption of visas from Zhuhai and the rest of Guangdong...
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Macau 2Q20 Market Share Review: Outliers Everywhere with an Unfavorable Mix
We compiled 2Q20 Macau gaming market share from the gaming operators' financial reports. One key takeaway is that VIP GGR as a percentage of the...
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COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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