London isn't the only city with an iconic bus.

In Tokyo it's yellow, named after a pigeon, and should be a welcome sight to stock investors. That's because Hato Bus Co.'s seats are increasingly filled with Chinese sightseers, giving the company reason to be optimistic that the slowdown in Asia's largest economy will do little to stem the record visitors to Japan under Prime Minister Shinzo Abe. While Hato Bus is not listed, traders have flocked to tourism shares, a bright spot in an otherwise struggling economy.

"Chinese customers are still increasing," said President Yasushi Nakamura from company headquarters, hidden in a sprawl of factories and warehouses on land reclaimed from Tokyo Bay. Rows of lemon-colored buses stand outside the window. "It's not so affected by the economy."