Monthly Chinese Tourism Tracker | Outbound Recovery Continues, but Some Regional Destinations Lag
The recovery in Chinese outbound tourism demand continued in March, but certain data suggest the pace of growth for some regional destinations is...
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CX Daily: TikTok Faces Regulatory Hurdles in Bid to Become No.1 in Vietnam
TikTok / TikTok faces regulatory hurdles in bid to become No. 1 in Vietnam, expert says Regulatory risks could derail TikTok’s drive to become...
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The Stocks to Own in Asia – Vol. 44
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stock remains, nine stocks added...
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Monthly Chinese Tourism Tracker | Decision to Slow Capacity Rebuild in Mid-2023 Now Looks Prudent
February outbound travel demand continued to recovery nicely, and the major airlines' decision to slow their capacity rebuild in H223 now appears...
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China Travel Intl Inv (308 HK): A Laggard that Sets to Catch Up
CTII shows tourist attractions volume and revenue growth in 2024 CNY, with the potential for upside surprise. We believe it is unjustified that...
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