Softbank's Unspoken Problem: Oyo China Is Now "Default Dead"
Oyo China is 'default dead' in our view, using the words of Paul Graham of Y Combinator. They just don't know it yet in our opinion. Oyo's China...
383 Views
5 Charts Show Why a Major Economic Downturn Is Inevitable Now
The World Health Organization (WHO) has officially declared the COVID-19 outbreak a global pandemic as the number of infected continue to soar...
446 Views
Trip.com – Still Infected By COVID-19
Trip.com Should Continue to Sell Off: Mainland China is at the epicenter of this tourism slowdown. If the virus impact continues to spread beyond...
369 Views
TRACKING TRAFFIC/Chinese Tourism: Post-COVID-19, a 'Snap-Back' to What Level of Travel Demand?
January travel numbers from China generally look weak, which shouldn't surprise anyone. Although the timing of the long Lunar New Year (LNY)...
286 Views
Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
273 Views