China Consumption: Slow-Down Deepening?
A big question for investors at this juncture is if China (macro) consumption has slowed down and what kind of slow-down (major or mild one) it...
625 Views
Aug-Sep Numbers Show Tourist Spending in Korea Slowed | Confirms Chinese ä»Łč´ ('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
Shifting Tourism Flows in August a Response to Weaker RMB - But Is China's Policy Also Shifting?
IÂ had initially ascribed the shift in Chinese tourist flows in August -- relatively weak traffic to several popular outbound destinations,...
518 Views
Alibaba (BABA) 1Q18 Results - Implications on the Rest of the Chinese Internet Space
The Alibaba results and management commentary show that they are now moving from expansion to focusing on their core business. This has potentially...
561 Views
Friday Musings: Japanese Companies That Appear on a Tourist's Itinerary(Part 1)
Japan’s popularity as a tourist destination shows no signs of abating as the number of tourists that reached its shores in the Jan-July 2018 period...
680 Views