What a 'Moat' Might Look Like: Travelsky Vs. Ctrip.com in Nine Charts
One of our frequent criticisms of online travel agency Ctrip.com International (ADR) (CTRP US) is that its role in China's tourism sector is...
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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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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...
314 Views
TRACKING TRAFFIC/Chinese Tourism: March Traffic Firms | What's a 'Travel Designer?' | Aloha, 中国朋友们!
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
What's Wrong With Ctrip.com? A Diagnosis & Prescription for a Return to Financial Health
I admit I am often quite critical of some of the companies I write about here on Smartkarma.com. Not surprisingly, a few readers occasionally ask,...
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