CNY 2019 Consumption/Tourism Preliminary Data: Decelerating But Better Than Many Feared
Preliminary consumption and tourism data from the Chinese New Year started to come out last Sunday.  While growth rates clearly weakened compared...
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Macau Offers Positive China Consumer Surprise
"There are a heck of a lot of U.S. companies that have a lot of sales in China that are basically going to be watching their earnings be...
697 Views
Macau Casinos Look Winners from China Stimulus
âHowever, 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 weekâs 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
Shifting Tourism Flows in August a Response to Weaker RMB - But Is China's Policy Also Shifting?
IÂ had initially ascribed the shift in Chinese tourist flows in August -- relatively weak traffic to several popular outbound destinations,...
518 Views