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...
309 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...
135 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,...
179 Views
Ctrip.com Vs China's Leading Airlines: Demolition by Dis-Intermediation in Eight Charts
China's state-owned airlines have been building up their direct sales functions over the last few years, in part by expanding their passenger...
261 Views