Anbang Bid for Starwood Not as 'Sensitive': Jenkins

The transcript discusses the attractiveness of cash bids and long-term strategies in the leisure industry, highlighting the expansion of the cruise and theme park sectors, particularly in China. It also covers Macau's shift from gaming to a broader range of leisure experiences, supported by infrastructure developments like high-speed trains and airport expansions. Regulatory considerations in leisure industry deals are also examined, with a comparison to past acquisitions like Rockefeller Plaza.

Discuss the significance of the high-speed train from Beijing to Shenzhen in the context of leisure travel.

What are the regulatory challenges mentioned regarding leisure industry deals compared to agricultural deals?