China is ready to resume growing its domestic fleet even as global aviation remains depressed and presents high risks. Such expansion will add to Chinese aircraft lessors’ credit burden and favor bank-affiliated operators.
Discussion topics:
- A rebound in domestic aviation brings immediate relief to aircraft lessors
- Post-pandemic policies will drive franchise growth
- Risks remain high as global aviation is still grounded
- Advantages of bank-affiliated specialized lessors will widen
Speakers:
Sophia Lee, Associate Managing Director, Financial Institutions Group (Moderator)
Sean Hung, VP-Senior Analyst, Financial Institutions Group
Jessie Tung, VP-Senior Credit Officer, Corporate Finance Group
Miranda Zhai, Analyst, Corporate Finance Group (Q&A)