News & Analysis

02 Sep 2010

Time and again companies trumpet their exposure to Asia. The UK’s Aviva is about the only firm not to be looking east for future growth. To get a sense of how flush with cash people are feeling in this region what better way than to look at the Las Vegas of the east ‐ Macau. If they are betting against the house then there is a good chance they are in a spending mood. Along with Wynn Macau, Galaxy Entertainment, Melco Crown and SJM, we will also look at the US casino operators, MGM, Wynn and Las Vegas Sands, by way of comparison. It really is a tale of two opposites.

DXTV \| 2 SEPTEMBER 2010 \| Luxury Goods 02 Sep 2010 Anyone who has flown recently will testify to the money being spent by the big fashion brands to ensure that every inch of airport corridors is plastered with their expensive advertising. These days, you walk off a plane straight into a sparkling duty free shop where lotion and potion... Read more >	Luxury Goods 01 Sep 2010 Anyone who has flown recently will testify to the money being spent by the big fashion brands to ensure that every inch of airport corridors is plastered with their expensive advertising. These days, you walk off a plane straight into a sparkling duty free shop where lotion and potion manufacturers... Read more >
DX TV \| 1 SEPTEMBER 2010 \| Why are European ADRs increasingly in demand 01 Sep 2010 As cited in this week’s Barron’s magazine (August 30th ‘Two Different Worlds’), the popularity of short selling European companies via their US listing (ADR) tells us of the differing views being held by investors on either side of the Atlantic. The current rise in... Read more >	Why are European ADRs increasingly in demand? 31 Aug 2010 As cited in this week’s Barron’s magazine (August 30th ‘Two Different Worlds’), the popularity of short selling European companies via their US listing (ADR) tells us of the differing views being held by investors on either side of the Atlantic. The current rise in demand... Read more >