June Airline Data Provide More Signs of Underwhelming Chinese Demand for International Air Travel
June operating data from the three leading Chinese airlines were mixed, but still point to relatively strong Domestic air travel demand and...
265 Views
Chinese Tourist Flows Within Asia Region Continue to Show Dramatic Shift Vs. 2016 Trends
May tourist arrival data from several popular destinations in the region continue to show a marked shift from patterns that were established in...
280 Views
The Week that Was in Greater China@SmartKarma ā Wisdom, Air China, Ctrip, Tesla and Renesas
This is the 3rd report of āThe Week that Was in Greater China@Smartkarmaā that feature major insights on China, Macau, Hong Kong and Taiwan from...
478 Views
Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 weĀ published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
364 Views
The Week that Was in Greater China@SmartKarma ā Belt Road, Beef and Better Domestic Figures
This is the inaugural report of āThe Week that Was in Greater China@Smartkarmaā that feature major insights on China, Macau, Hong Kong and Taiwan...
346 Views