Boris Van: Entering the Gilded Age of Chinese Travel

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In the Know

Bernstein Research

60 episodes

1 week ago

In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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Hosted on Acast. See acast.com/privacy for more information.

Boris Van: Entering the Gilded Age of Chinese Travel

In the Know

28 minutes

8 months ago

Boris Van: Entering the Gilded Age of Chinese Travel

Senior Technology Analyst Boris Van joins Richard Moffat on the podcast this week to discuss the Chinese travel market. As Chinese consumers shift their rapidly growing disposable income towards experiential consumption, we discuss the potential growth of domestic vs. international travel, the competitive tension between travel agents, hotels and airlines, and finish with the material impact on global hotel room demand.

Hosted on Acast. See acast.com/privacy for more information.