Chinese Tourist Flows Within Asia Region Continue to Show Dramatic Shift Vs. 2016 Trends
May tourist arrival data from several popular destinations in the region continue to show a marked shift from patterns that were established in...
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Closing Air China / Ctrip.com Long-Short Pair Trade Idea After Air China's Strong Recent Performance
In May 2016 we published our very first note on Smartkarma (SMARTKARMA SP), in which we suggested a pair trade: Long Air China Ltd (H) (753 HK)...
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The Week that Was in Greater China@SmartKarma – Belt Road, Beef and Better Domestic Figures
This is the inaugural report of “The Week that Was in Greater China@Smartkarma” that feature major insights on China, Macau, Hong Kong and Taiwan...
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Dramatic Changes in Chinese Travel & Tourism Flows YTD 2017; What Are the Causes, Implications?
OverviewChinese travel and tourism activity has grown strongly in recent years on the back of rising private consumption. But it appears that last...
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Q1 Results from China's 'Big 3' Airlines: Air China Wins the Quarter on Yields, Cost Control
Late last week all three of China's state-owned airlines reported summary Q1 earnings results, and all three reported lower profits, likely due to...
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