#Japan tourism

Beijing's travel warning to Japan is crippling the 'one-dragon' economy of Chinese-run businesses. With over 900 flights cut and hotel bookings halved, companies like Shiseido are feeling the impact, highlighting new geopolitical risks for investors.

IHG is building a huge 800+ room hotel in Osaka, opening in 2029 to target the new casino. We analyze the investment thesis and its impact on Japan's real estate and tourism sectors.