China Macro and Geopolitical Briefing
With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and...
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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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Macau VIP Patrons Eager to Return; Visible Recovery After 15-Days Shutdown
While the rest of the world starts to embrace and prepare for the COVID-19 by avoiding and canceling crowded events and corporate events, China...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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