Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into 2019
In a follow up to my note from last year Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018 I again look at my...
1.6k Views
Aug-Sep Numbers Show Tourist Spending in Korea Slowed | Confirms Chinese 代购 ('daigou') Crackdown?
The number of Chinese visitors to Korea has been recovering since Q2 this year following a sharp drop in 2017 related to the THAAD-controversy,...
644 Views
The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
580 Views
Luxury Hotels (5-Star Plus) In Singapore
Luxury hotels (5-star plus) revenues declined by 3% in current value terms in 2017, to sales of SGD1.7 billion Hotels in Singapore face an...
346 Views
TRACKING TRAFFIC/Chinese Tourism: December Traffic Up | Chopper to Macau? | China-Taiwan Troubles
Tracking Traffic/Chinese Tourism is designed to be a hub for all of our research on China's tourism sector. Tracking Traffic/Chinese...
364 Views