The Week That Was in NorthAsia@Smartkarma: China Tourists, Intel, Human Longevity & More
This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...
340 Views
TRACKING TRAFFIC/Chinese Tourism: Ctrip Relationships Break Down, Tuniu on 'Experiential Travel'
Tracking Traffic/Chinese Tourism is a new research product designed to be a hub for all of our research on China's tourism sector. Tracking...
489 Views
Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
292 Views
Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
296 Views
China's Alleged 'Ban' on Group Tours to Japan? No Sign Of It In September Data
Japan's Nikkei Asian Review reported in mid-September that Chinese authorities had ordered tour organizers in several Chinese cities to begin...
322 Views