G2E Asia 2015: a bipolar conference

By Jorge Godinho*   The central topic of the G2E Asia conference 2015, around which the most interesting discussions revolved, was the state of gaming in Macau in light of the recent severe downtrend in gross gaming revenue and the VIP market. 1.  Conflicting messages It was a bipolar conference. Two key panels could not have been more contradictory. Anyone attending just one would get an extremely one-sided message, as two seemingly divergent narratives were aired. On the depressive side, it was alleged that the casino games of chance industry is in a very bad shape and will never get back to what it was. On the elevated mood side, it was said that the industry has very sound fundamentals and is going to recover quickly and get much better. Which one should you believe? One sure way to find out is by looking at the data. But here is precisely where the bifurcation lies....

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