CSI 300 June 2026 Rebalance: Post-Announcement Positioning
CSI 300 June 2026 post-announcement trading is live. ADD strength is concentrated in a few forecast names. The opening gap should set chase and...
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Expected Macau Smoking Ban Creates a Level Playing Field for Operators
This week the Macau government proposed to the Second Standing Committee of Macau Legislative Assembly to allow smoking only in smoking lounges in...
6.3k Views
China NEV - Driving in the Post-Subsidy World
It is well recognised that the New Energy Vehicle (NEV) growth in China (and elsewhere for that matter) has been fueled by subsidies with the...
776 Views
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...
636 Views
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...
552 Views