Monthly Chinese Tourism Tracker | LNY Numbers Just OK | Airlines Filling Up | (February 2025)
January and Lunar New Year travel activity data seem OK, but not spectacular. Chinese tourists seem eager to travel, but there are few signs they...
431 Views
Monthly Air Cargo Tracker | Inaugural Edition | Low Cargo Load Factors and Moderating Demand Growth
Air cargo demand growth appears to be moderating, and most carriers reported low (sub-70%) load factors in December. In short, we see few signs of...
581 Views
Monthly Chinese Tourism Tracker | Dec & Q424 Numbers | Airlines Outperform Trip.com (January 2025)
December 2024 travel growth moderated, as the post-pandemic recovery has by now largely run its course. After a stellar 2023-24 run, shares of...
693 Views
Quick Update on Asian Air Cargo Trends: No Signs of Market Tightness in These Numbers
Our review of Asian air cargo data aims to uncover investment ideas and potentially provide "read-throughs" to adjacent segments. In the November...
756 Views
Crystal Baller: Tracking Traffic's Key 2025 Themes & Events: Containers | Express | Chinese Tourism
In this insight we outline the important 2025 themes & events facing the three sectors we cover in our monthly Tracking Traffic series: Container...
716 Views