The Week That Was in Greater China @Smartkarma: Recent IPOs, China NEVs, & ZTO's Weird Q2 Numbers
This issue of 'The Week that Was in Greater China@Smartkarma' covers the week of September 23rd through September 30th and features a selection...
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China Internet: Ctrip Deep Dive - Part I
Like other leading internet businesses, Ctrip enjoys strong network effects which confer benefits associated with virtuous cycle dynamics....
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Vietnam's Tourism Sector: Come for Boom In Int'l Visits, Stay for Domestic Growth (& Maybe Gaming)
We believe the growth of Vietnam's tourism sector presents an attractive near- and long-term investment theme.In the near-term, Vietnam will...
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CTRIP Southbound
CTRIP was already showing a weak technical picture given the impulsive decline from the 60 region after breaking immediate trend support at 56....
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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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