SHEIN: Several US Customs Broker Suspensions Tied to Tighter 'de Minimis' Rules
US Customs and Border Protection has tightened the rules under which SHEIN and Temu import cheap goods into the US. As a result, six US customs...
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China's Tourism Recovery Versus Other Major Tourist Sources in Asia: Delayed, Not Slower
In this insight we compare China's progress toward restoring outbound tourism activity to the progress shown by other major tourist sources in the...
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Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.
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August US Customs & Border Protection Data Confirm Softening Travel Trend in Most Segments, Regions
By almost every measure, August's US border crossing data look even weaker than the mediocre numbers from July. Clearly, US travel and leisure...
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Korean Air (003490 KS/Buy)Earnings Surprise; Focus Now Shifts to Resilience
For 1Q26, Korean Air reported standalone revenue of W4,515.1bn (+14.1% YoY), marking a record high for a first quarter. Passenger revenue (+7.3%...
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