Xi’an lockdown is further delaying COMAC C919



We undertook a 2021 Review and 2022 Outlook with Richard Aboulafia and Brian Foley.
Here’s the updated model. Subscribers have access to the eight-page detailed model. Views: 48


Our monthly China updates with Professor David Yu in Shanghai. Our discussion focuses on COVID status in China. How is air travel recovering, and the development of travel bubbles. Finally, we discuss the state of China’s economy. This includes a…