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Podcast: Thoughts on the Market
Episode: How a Potential Ukraine Peace Deal Could Impact Airlines
Description: Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explores how a potential peace deal in Ukraine could reshape the global airline industry.----- Transcript -----Welcome to Thoughts on the Market. I’m Qianlei Fan, Morgan Stanley’s Hong Kong/China Transportation Analyst. Today’s topic is how a potential peace deal in Ukraine could affect global airlines. It’s Friday, February 21st, at 2pm in Hong Kong. The situation remains fluid, but we believe a potential peace deal in Ukraine could have broad implicatio...