Coach December Results: Negative Implications for Asian Luxury Retail & Chinese Tourist Spending
Luxury goods retailer Coach Inc (COH US) reported December quarter results on the morning of January 31st in New York. Revenue was bang in-line...
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China's Giant Interactive's $4.4 Billion Buy of Caesars Social Gaming Site: Â A Jack Ma Signal?
Jack Ma's investment vehicle was part of the consortium that bought the Caesars social gaming business. The cross-marketing potential between...
1k Views
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
508 Views
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
289 Views
Cash Declaration at Customs Not a Risk for Macau Gaming, but Potential Capital Control Measures Are
In our view, the Macau government’s proposal for declaration of cash and cash equivalents over MOP 120,000, or USD 15,000, at the border will not...
290 Views