Good analysis, considering that the gaming market in a regular gaming culture is still quite small compared to other electronic or entertainment markets... China seems even smaller in that regard....
That being said having a growing middle class is one thing on paper being able to accommodate and sustain it in the long run is an other... Staying competitive, while rising up is a tricky game many have failed... Without talking about all the global issues it will cause and also the potential of that middle class skipping town if they feel the grass might be greener elsewhere...
Anyway on paper business is always good and easy but more often than not it fails to incorporate factors and variables of the real world that can greatly change the outcome...
