TRACKING TRAFFIC/Chinese Tourism: June Activity Firms | HTHT & Air China Oversold on RMB Slump
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
430 Views
Meituan-Dianping IPO, Part 1: Role in China's Travel Segment, Comparison to Incumbent Ctrip.com
Meituan-Dianping ('Meituan'), an online consumer services platform with leading positions in Chinaâs food delivery, in-store dining, and hotel...
868 Views
TRACKING TRAFFIC/Chinese Tourism: May Traffic Can't Match April's Strength | Meituan IPO a Threat
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
402 Views
Global Equity Strategy: ACWI and EM Testing Support
In our June International Strategy, we explore the following themes in detail: Â Early-stage MSCI ACWI uptrend combined with constructive breadth...
271 Views
Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
292 Views