Japan inbound; China outbound; Diversion from North Africa.

 

 

FOXTROTS

 

Fox – sly.  Trots – left-leaning (Trotsky) plus its more insalubrious meaning. 

Foxtrots – leading the industry in a dance.

 

 

November 7 2011

 

 

Japan inbound; China outbound; Diversion from North Africa.

 

 

[] The commentariat (yes, them again) tell us than the visitor business in Japan is “on the road to recovery”. However much we might wish that, the figures talk tougher. Monthly totals are still running 30%-plus down. Six months after that triple-hit (terrorism is different), totals should be better than that.

 

 

[] Sit down. I estimate China outbound travel increased 21% through Q3, and Q3 at 29%. You will not see official data until next March at the earliest. If you don’t subscribe to Travel Business Analyst……

 

 

[] I have been looking for indications of where travellers diverted from North Africa are going. (Have a healthy suspicion of positive comments from the big travel associations; they have a message they want to get across.) There are indications that Spain has gained. See current edition of Travel Business Analyst.

 

 

 

The Fox