Lower Fuel Price, Which Asia Pacific Airline Benefits and Suffers the Most?
Jet fuel prices have been declining and this is good for airlines. The impact varies according to average flight length and fuel hedge exposure....
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August US Customs & Border Protection Data Confirm Softening Travel Trend in Most Segments, Regions
By almost every measure, August's US border crossing data look even weaker than the mediocre numbers from July. Clearly, US travel and leisure...
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OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
Chinese Airports | Surprising YTD 2025 Growth Trends | Pair Long Airports Vs Short Airlines?
Surprising growth trends among four listed Chinese airports in 2025 and striking differences in recent share performance suggest a pair trade: Long...
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Monthly Chinese Tourism Tracker | August Traffic Resilient, Especially Domestic Air Activity
August air traffic figures show a decent Y/Y recovery that mirrors what we saw in July, especially for domestic travel. We believe demand could...
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