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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Global Equity Strategy: Global Outlook Improving
Broad global indexes (MSCI ACWI, ACWI ex-U.S., and EAFE) are showing signs of bottoming due to positive short-term price inflections topside their...
542 Views
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...
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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...
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MGM China Holdings Ltd: Prospects Growing More Bullish: Is It a Crouching Tiger in Hiding?
Compared to Macau peers, MGM China, with its smallest market share pre-Cotai, has a longer runway on which to gain revenue momentum. Despite what...
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