Upgrading 2017 Macau Gaming Revenue Growth to 6%; Policy Risks Prevent Robust Recovery
We have revised our near-term Macau gross gaming revenue growth forecast, based on our industry checks that point to improvement in both VIP and...
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China Auto 2017 - Hangover Time
China's Passenger Vehicle sales is very likely to have an annual decline for the first time in 2017. The 15% y/y growth in 2016 (which saw Chinese...
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Sector Capsule: Vacuum Cleaners in China
Vacuum cleaners registers volume growth of 9% in 2016, with sales reaching 7.8 million units Rising consumer demand for convenience supports...
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China's Ban on For-Profit Schools Provides Attractive Entry into Sector
China recently announced that it bans for-profit private schools for its compulsory education program (Grades 1 to 9). Share prices of Hong...
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Ban on For-Profit Schools in 2017
China enforcing ban on for-profit schools grade 1 to 9 effective September 1, 2017. The start of a move to impose more Chinese ideological...
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