2016 – what comes next for Macau and the region?

Asia Gaming Brief asked its advisors David Green, John English, Luis Mesquita de Melo, Andrew Klebanow and Steve Gallaway, to look ahead and share with us what they believe are the underlying currents for the Asian Gaming industry in 2016. Views may differ but the one common denominator is the shifting of the sands – something will have to give… An end to the IR “arms race,” by David Green  The strong will survive, by Steve Gallaway Enough about the Millennials, by  Andrew Klebanow Macau will continue the race to reinvent, by John English The “golden” gap for emerging jurisdictions,  by Luis Mesquita de Melo    The end of the IR “arms race”David Green* An end to the IR “arms race.” While the “build it and they will come” mantra has generally served the industry well, the declining investment yields associated with ever more ambitious and expensive projects in markets with either declining gross gaming revenue, or an unproven market potential, suggest that investors may...

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