You're also betting on tourism companies in Asia. How is the local market changing?
From Vietnam, Laos, and Cambodia to Singapore, Malaysia, and India, tourism in the region is on the rise, propelled by the Chinese. This year, Chinese tourism in Thailand is up 90%. Twenty and 30 years ago, the largest tourist groups in Asia were Europeans and Americans. Today, the Chinese dominate. This is an example of how the center of economic gravity is shifting to Asia from the Western countries.
Asian hotel and casino companies are beneficiaries. A conservative way to play the local travel boom is to buy shares of airline caterers or aircraft-maintenance companies. In Singapore, you could buy SATS (SATS.Singapore), which runs ground-handling and airline-catering services across the region, or SIA Engineering [SIE.Singapore], or Singapore Technologies Engineering [STE.Singapore]. I own these shares, and they have performed well. Still, they aren't terribly expensive.
出所：Barron's
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Barron's 購読 (パソコン、iPhone で読む) を始めましたが、面白いですね。
上記は投資アイデアのひとつですが、日本に置き換えたらどうなるでしょうか？
年間外国人客数1000万人の達成が見えてきましたし、将来３０００万人へ増えていくことも可能かもしれません。
そのようなとき、国内の空港から海外へ向かう飛行機に対して機内食を提供する会社の業績も伸びていくのでしょうね。
From Vietnam, Laos, and Cambodia to Singapore, Malaysia, and India, tourism in the region is on the rise, propelled by the Chinese. This year, Chinese tourism in Thailand is up 90%. Twenty and 30 years ago, the largest tourist groups in Asia were Europeans and Americans. Today, the Chinese dominate. This is an example of how the center of economic gravity is shifting to Asia from the Western countries.
Asian hotel and casino companies are beneficiaries. A conservative way to play the local travel boom is to buy shares of airline caterers or aircraft-maintenance companies. In Singapore, you could buy SATS (SATS.Singapore), which runs ground-handling and airline-catering services across the region, or SIA Engineering [SIE.Singapore], or Singapore Technologies Engineering [STE.Singapore]. I own these shares, and they have performed well. Still, they aren't terribly expensive.
出所：Barron's
-------------------
Barron's 購読 (パソコン、iPhone で読む) を始めましたが、面白いですね。
上記は投資アイデアのひとつですが、日本に置き換えたらどうなるでしょうか？
年間外国人客数1000万人の達成が見えてきましたし、将来３０００万人へ増えていくことも可能かもしれません。
そのようなとき、国内の空港から海外へ向かう飛行機に対して機内食を提供する会社の業績も伸びていくのでしょうね。
