Chinese Outbound Tourism in Oct: Improving China - South Korea Relationship
In October, the number of mainland Chinese flight passengers traveling overseas reached 2.14 mm, representing a 9% growth year-over-year. Macau,...
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China Bans Group Tours to Japan
We heard directly from Chinese tour companies and online travel angencies that the Chinese authority had issued verbal instructions to travel...
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Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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Popular and Unpopular Names - Names Analysts Do Like / Do Not Like in Japan....
If we look at the most recent upgrades, Shiseido Co Ltd (4911 JP) and Cosmo Energy (5021 JP) both picked up 3 upgrades in the last 2 weeks. TDK...
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2Q17 China Online Cosmetic Sales – Korean Brands Outperformed Despite Tension
China online cosmetics sales has accelerated during the June (6.18-the biggest mid-year online sales event) promotion. Japanese and Korean brands...
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