EM Outlook: Bullish, Led by BRIC and Asia
Asia and the BRIC segment continue to outperform the broad EM universe. Based on technical breakouts in each of their relative strength trends (vs....
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Trade-Fueled Recovery in Air Cargo Lifts Asia's Cargo-Centric Carriers; Buy China Airlines (2610:TW)
Asia ex-Japan exports have improved markedly over the last year. This is true for headline export figures (measured in dollars) as well as for the...
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Step 1: Cut Marketing 55%! Step 2: Cut Headcount 20%! Step 3: Grow Sales by 54%! Step 4: Uh, Repeat?
Overview of Q3 ResultsChinese package tour specialist Tuniu Corp Spon Adr (TOUR US) finally reported unaudited September quarter results on Monday...
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Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
188 Views
China's Alleged 'Ban' on Group Tours to Japan? No Sign Of It In September Data
Japan's Nikkei Asian Review reported in mid-September that Chinese authorities had ordered tour organizers in several Chinese cities to begin...
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