2017 is coming to a close, so let’s review what has happened in what has proved to be one of the strangest, most disruptive years in decades. Not necessarily in terms of any gambling market crashes like the Macau reset of 2014-2016, but rather in terms of the groundwork for the capital flowing into and out of these markets as a whole. The stage has been set for a global monetary revolution (I’m talking to you, cryptocurrencies), something which has arguably contributed to Macau’s impressive continued recovery.

However, with yield curves globally falling fast and almost flat and price inflation slowly gaining steam, the groundwork is being laid for market stresses in 2018. We will monitor the situation as the upcoming year progresses, but for now, here’s a snapshot view of the pivotal events of 2017 and how they affected the gaming industry landscape.

At the close of 2016, these were the basic recommendations given for this past year:

In review, for 2017, buy the US and reassess around May, buy the UK until the Brexit of Theresa May, sell the Eurozone come what may, sell Macau if you may. And buy Australia.