TRACKING TRAFFIC/Chinese Tourism: They're Traveling More, But Are China's Tourists Spending More?
Tracking Traffic/Chinese TourismĀ is aĀ hub for all of our research on China's tourism sectorĀ andĀ features analysisĀ of monthly Chinese tourism data,...
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EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Ā Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
588 Views
AIRA (AIRA MK): Budget Carrier Continues Expansion
High level of cash sales, strong sales momentum, and low correlation with Western stock markets relative to its sector AIRA plans to add 36 new...
203 Views
21 Things Worth Knowing (#18)
In thisĀ issue:The bargain between the party and the population in China, US banking regulation, ECB complexity, distraction and productivity, NTPC...
359 Views
Jin Air IPO Valuation Study
Jin Air Co. Ltd (272450 KS)'s IPO valuation is still one of the hot topics in the Korean stock market. In its IPO book, it says it should deserve a...
579 Views