A 'tourism substitution' effect is occurring whereby Chinese consumers increasingly choose to travel domestically (e.g., Xinjiang, Yunnan) rather than overseas, enabled by new local tourism infrastructure and a social media environment highly conducive to discovering and cheaply reaching these destinations.

causalpending

Speaker

Alice Han

Evidence Quote

we're seeing a tourism substitution effect happen whereby everyday Chinese are deciding to stay in China and do tourism locally [35:03]

Source

How Much BIGGER Can China’s Trade Surplus Get? | China DecodeThe Prof G Pod – Scott Galloway
Created: 6/18/2026, 1:57:55 PM

My Notes

Loading notes...