Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Domestic Travel Boom Is Reshaping Retail
China's domestic tourism sector exploded over China's National Day holiday in early July 2026, with hotel bookings up 40% year-over-year and domestic air travel surpassing pre-pandemic levels by 18%. Lucas and Luna dive into how this travel boom is reshaping retail spending patterns, boosting local consumer brands, and creating winners in travel-related stocks like JD (up 4.8% over the past five days) and Baidu (up 8.7%). They explore why some analysts believe the shift from luxury to experiential spending is permanent, and what it means for global luxury brands like LVMH. With…
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