Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017
GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...
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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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Is Ctrip.com Another Priceline? Or Another Expedia? Or Neither? We'll Find Out Sooner Than You Think
Overview: Will Strong Revenue Growth Ever Lift CTRP Margins?Ctrip.com International (ADR) (CTRP US) has expanded dramatically over the last few...
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China Auto 2017 -Â 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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Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
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