Remain Overweight EM Relative To EAFE
The MSCI EM index (local currency) remains in an uptrend and is testing all-time highs set in January 2018 near 65,800; as long as the index is...
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Global Equity Strategy: Bullish Outlook Intact
The MSCI ACWI index (USD) is breaking out to all-time highs while the MSCI EM index (local) is breaking above its prior highs from January. This is...
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TRACKING TRAFFIC's Travel Tracker Dashboard (July 3): Notable Recovery in Hotel Room Pricing
In our weekly sampling, there was a notable improvement in weighted average hotel room pricing in the week of July 3. The improvement was most...
548 Views
China's CoronaVirus Development
The alarming development in Corona virus cases could be a result of a couple of factors:The actual spread of the virus from the source of the virus...
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TRACKING TRAFFIC/Chinese Tourism: Destination Shift Could Dampen 2019 Spending
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector. Every month Tracking Traffic/Chinese Tourism...
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