top of page
Search

What you need to know about the China Lunar Holiday




The largest travel migration globally. 2.3 billion trips over eight days.


What you need to know about the China Lunar Holiday:


1. Rail travel up 60% from 2019 in major centres like Shanghai


2. Surveys of major shopping outlets in Beijing saw revenues +60% compared to 2019


3. Record numbers of trains added (+2256 trains in one day!)


The consumer is spending on travel and experiences, if this holiday is any indication.


Amongst short term headlines, we find on the ground experience a useful way to observe how the consumer acts and spends.


And meet new (unexpected) travel companions!


I’ve been visiting China since 2011. The footage is from a recent major holiday period.

Infusive Logo Black (3)_edited.png

Follow us:

  • LinkedIn

Copyright © 2025 Infusive Asset Management Inc., All rights reserved. 

For the latest updates:

Thanks for subscribing!

‡ This Representative sample (i) has not been selected based on size or performance (i.e. not top 10 holdings) (ii) Selected by Infusive to be a representative sample of industries and geographies currently in the portfolio (iii) reflects positions currently in the fund (iv) is subject to change. 

Gyde Equities Limited is a company registered in Guernsey with company number 71647, having its registered office at 55 Mount Row, St Peter Port, GY1 1NU, Guernsey.

Infusive Asset Management Limited is a company incorporated in England with registered number 09044563 with its registered office at Botanic House, 100 Hills Road, Cambridge CB2 1PH, UK.

Infusive Asset Management Inc. is a company incorporated in Delaware, United States of America (No. 5316954). Infusive Asset Management Inc. is registered with the U.S. Securities Exchange Commission. Infusive Asset Management Pty Limited (ABN 93637605022) is a Corporate Authorised Representative (No. 1282095) of Sanlam Private Wealth (AFS License No. 337927), in Australia and trades under the name, Infusive.

Infusive Asset Management Pty Limited, Infusive Asset Management Limited and Infusive Asset Management Inc. are subsidiaries of Gyde Equities Limited.

bottom of page