Global Equity Markets Overview
Over the past several weeks we have outlined the case for our increasingly bullish outlook, noting that market internals remain favorable and...
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TRACKING TRAFFIC/Chinese Tourism: Stellar April Outbound Traffic | China Lodging Now Top Pick
Tracking Traffic/Chinese Tourism is the hub for all of our research on China's tourism sector and features analysis of monthly Chinese tourism...
141 Views
Short Ctrip.com: Master of 'Other' Struggles To Maintain Share of Chinese Tourist Wallet
Last week Ctrip.com International (ADR) (CTRP US) reported Q118 results that met revenue growth expectations and managed to beat consensus EPS...
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Is It 'Winner Take All' for China Lodging Group Vs. GreenTree Hospitality Group?
With market capitalization of just US$1.66 bn, a limited free float, and scant daily liquidity, we believe Greentree Hospitality Group (GHG US)...
217 Views
Emerging Markets Strategy: Attractive Setups in China, Brazil, India, and Chile
Recent USD strength has weighed on EM’s relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for...
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