Emerging Markets Strategy:Â Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EMâs relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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TRACKING TRAFFIC/Chinese Tourism: March Traffic Firms | What's a 'Travel Designer?' | Aloha, ä¸ĺ˝ćĺ䝏!
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
309 Views
What's Wrong With Ctrip.com? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
299 Views
Ctrip.com Vs China's Leading Airlines: Demolition by Dis-Intermediation in Eight Charts
China's state-owned airlines have been building up their direct sales functions over the last few years, in part by expanding their passenger...
443 Views
TRACKING TRAFFIC/Chinese Tourism: Record Outbound Travel in Jan+Feb | Q417 Results | GHG's Lame IPO
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
301 Views