Summer (Mis-)Adventures in Luxury Retail: Why to Avoid Coach (6388:HK / COH:US) For Now
This Summer we visited over a dozen premium handbag stores in New York City and Honolulu in order to better understand the issues facing Coach and...
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Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
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China Property: Further Deceleration in Volume Growth But Prices Keep Rising (Official July Data)
Growth in Gross Floor Area (GFA) sales volumes for new home sales in China in July decelerated further to 26.6% on a year-to-date year-on-year...
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Ctrip.com Q2 Earnings Preview: What to Expect, What to Fear
To date, neither Ctrip.com International (ADR) (CTRP US) nor its 45%-owned affiliate Qunar Cayman Islands Ltd (QUNR US) have announced dates for...
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Digging Beneath the Surface of Chinese GDP
China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...
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