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02.01.26 - 08:30
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Research: M Stanley Prefers GALAXY ENT/ SANDS CHINA LTD; MO Dec GGR Misses (AAStocks)
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In December 2025, Macau's GGR came in at MOP20.9 billion (around USD2.61 billion), up 14.8% YoY but down 1% QoQ, falling short of market expectations, according to a report from Morgan Stanley.Macau's GGR for 4Q25 grew by 15% YoY or 5.6% QoQ to MOP66.1 billion (around USD8.26 billion). The 4Q25 EBITDA is expected to have......
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01.01.26 - 09:42
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Why investors should remain bullish on Hong Kong, mainland stocks in 2026 (SCMP)
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Judging by investor sentiment in the final quarter of last year, the spectacular rally in mainland Chinese and Hong Kong equities is over. The CSI 300 index of Shanghai- and Shenzhen-listed stocks declined 0.2 per cent while the MSCI China Index fell by over 7 per cent. The Hang Seng Index, meanwhile, lost 4.5 per cent.
While most Wall Street banks remain bullish on Chinese stocks, some have turned more cautious. Morgan Stanley believes 2026 will be “a year of stabilization after 2025's high......
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29.12.25 - 14:06
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«Es ist die Rache der Banken» - US-Finanzinstitute wieder in der Offensive (Cash)
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Nach Jahren des Rückzugs feiern die Grossbanken der Wall Street ein Comeback. Dank gelockerter Regulierung und neuer Kreditstrategien zeigen sie, wer an der Wall Street das Sagen hat... --- Zur Freude der Banker lockern die von Trumps zweiter Regierung eingesetzten Führungskräfte bei der Federal Reserve (Fed) und anderen Aufsichtsbehörden die nach der Krise eingeführten Beschränkungen – darunter vorgeschlagene Kapitalregeln und Stresstests, die von der Branche lange als fehlgeleitet und teuer kritisiert wurden, die aber viele Aussenstehende nach den von Steuerzahlern finanzierten Rettungsaktionen 2008 für notwendig hielten..
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29.12.25 - 03:54
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Prediction Consensus: What The Experts See Coming In 2026 (ZeroHedge)
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Prediction Consensus: What The Experts See Coming In 2026
For the seventh straight year, Visual Capitalist sifted through the forecast landscape to bring you the Prediction Consensus, a synthesis of what analysts, thought leaders, and industry experts expect for the year ahead.
This year, Nick Routley analyzed over 2,000 individual predictions from a wide variety of sources including Morgan Stanley, Goldman Sachs, the IMF, The Economist, Deloitte, Microsoft, Gartner, and dozens more.
By mapping where these forecasts overlap, we've distilled the noise into 25 high-conviction themes displayed in our “Bingo Card” format, with the number of dabs reflecting the volume of supporting predictions.
To get the full analysis of the Prediction Consensus and to see what's ahead for 2026, become a member of VC+ or purchase the full Global Forecast Series report and package.
The General Vibe of 2026
If 2025 was a year of adjustment - markets recalibrating to higher rates, geopolitics reshuffling a...
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