EM Is Cementing Its Leadership Status; Buy Miners
• Pullback opportunities are prevalent in Europe and Japan. Both markets are testing key support levels,presenting attractive entry points. We see...
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With Organic Revenue Growth Slowing & Margin Improvement Likely to Stall, Why Even Own Ctrip?
Last week Ctrip.com International (ADR) (CTRP US) reported Q2 results that largely met analysts' expectations. However, management guidance for Q3...
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Chinese Outbound Travel to Asian Destinations Weakens in June/July; Vietnam, Thailand Firmer
OverviewA review of June / July Chinese visitor arrival data for several popular travel destinations shows that most posted either declining growth...
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June Airline Data Provide More Signs of Underwhelming Chinese Demand for International Air Travel
June operating data from the three leading Chinese airlines were mixed, but still point to relatively strong Domestic air travel demand and...
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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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