Air China (753 HK): Come Fly with Me
Air China is well positioned to gain from increase in overseas border openings. Also, China's possible removal of quarantine requirements for...
Lessons Learnt from Investing in Essential Services
The podcast explores the benefits of investing in infrastructure assets for reliable long-term cash flows and opportunities for growth.
China Airports: Beijing Capital Airport Offers Best Risk/Return Payoff
China outbound travel is set to recover to pre-pandemic levels by year-end, with Beijing Capital Airport offering the best risk/return profile...
China Tourism Group (601888 CH | BUY | CNY): New Duty-Free Contracts with Airports, Slight Negative
China Tourism Group has signed a new contract to promote collaborations with airports in Beijing and Shanghai. Market sees it as negative, but we...
Smartkarma Originals