Boeing’s China Deal, Airbus Strike, Embraer’s Next Bet
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At first glance, Air India dropping its Washington service and IndiGo preparing to return to China may look like fallout from U.S. President Donald Trump’s sudden turn against India. Geopolitics is certainly in play, but these shifts also reflect the…

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With the July numbers published, here’s our updated model keeping the Duopoly score. The recovery at Boeing is gathering pace, much to the relief of the entire supply chain and Airbus. Of special relief is China taking its long-parked MAXs. …