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Recent Interview on US-China Trade and Relations - Nightly Business Report

RRG Corporate Governance Scoring System Adds Coverage of 60 HKG Names - Who Are the Likely Frauds?

China Strategy: (Much) Smoother US-China Relations Ahead?

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>In March China banned group tour travel to South Korea in protest of the installation of the THAAD antimissile defense system.</li>
<li>Chinese consumers are also turning away from Korean brands in the domestic market.  Dramatic declines in sales of Korean brands in China could significantly hurt Korean companies - focus on autos, department stores and cosmetics.</li>
<li>In recent weeks there have been reports of Chinese travel companies being told orally to reduce package tours to Japan.  Chinese tourists…</li>
</ul>


In March China banned group tour travel to South Korea in protest of the installation of the THAAD antimissile defense system.
Chinese consumers are also turning away from Korean brands in the domestic market.  Dramatic declines in sales of Korean brands in China could significantly hurt Korean companies - focus on autos, department stores and cosmetics.
In recent weeks there have been reports of Chinese travel companies being told orally to reduce package tours to Japan.  Chinese tourists…


Impact of China Travel Ban Goes Well Beyond Travel - Winners and Losers in Korea, Japan and HKG