This podcast episode focuses on the turnaround story of Chinese airlines, arguing they are at a once-in-a-decade inflection point. The speaker, a Morgan Stanley analyst, details how the industry is recovering from years of underperformance due to various factors including COVID-19 and trade tensions, highlighting the recent surge in air travel and the expected increase in pricing power. She projects significant earnings growth for major Chinese airlines over the next few years, potentially doubling profits by 2027-2028, and suggests this presents a strong investment opportunity. The analyst draws parallels to the U.S. airline industry's recent recovery, emphasizing the potential for rapid share price appreciation. The podcast concludes by suggesting Chinese airlines are poised for substantial growth.
