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
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
Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
377 Views
Shifting Tourism Flows in August a Response to Weaker RMB - But Is China's Policy Also Shifting?
I had initially ascribed the shift in Chinese tourist flows in August -- relatively weak traffic to several popular outbound destinations,...
518 Views
Macau Rolling Re-Accelerated; Fiscal Projects Resumed; Outbound Tourism Up 9.3% YoY
Liquidity Easing and Fiscal Projects Re-ignitedIn a statement posted on its website late on August 11, China Banking and Insurance Regulatory...
487 Views