COVID-19 and ESG: Tencent, Alibaba Lead in Coronavirus Aid for Asia Pacific Region
"Social" has been a third-wheel ESG pillar for a long time. Not that it matters any less, and there is plenty of evidence that strong Social-pillar...
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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...
556 Views
Macau Update: Individual Whale Boosting June VIP; WC 2018 Low Base, Mass Benefiting from HK Protests
Macau printed much better than expected June GGR of 5.9% YoY, due to a combination of positive factors:Â 1) one big spender in VIP room rolled as...
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Rising Nationalism Propaganda by State Media, China Macro Data 4M 2019
Since May 10 when Chinese Vice Premier Liu He left the Washington without a trade deal with the US, nor any plan for future talks, both countries...
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