China Macro and Geopolitical Briefing
With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and...
445 Views
TRACKING TRAFFIC's Travel Tracker Dashboard (October 2): Air Activity Improves | Room Rates Stagnate
what happened of note? air activity in china and elsewhere hotel room rates conclusions
399 Views
Valuation Check-Up: Wide-Moat Assets Poised for China's Travel Recovery
China is hopeful of being the first market to recover its travel industry post the pandemic. Therefore, we are interested in scanning the industry...
443 Views
Chinese Airlines: Big Three Aug Passenger Traffic up 18% MoM
As expected, riding on the summer vacation demand, the Big Three Chinese airlines reported impro
491 Views
TRACKING TRAFFIC's Travel Tracker Dashboard (September 11): Room Rates Up, But Air Activity Stalled
After a hiatus, we have updated our Travel Tracker to reflect activity through September 11th.
411 Views