AVGEEK
Rebuilding India–China connectivity through network planning
Behramjee Ghadially considers routes and aircraft for renewed India–China links, then examines how Ethiopian, Thai, Lufthansa and Emirates fit into India’s wider international connectivity.
The conversation
Episode 48 of The Indian AvGeek featured Behramjee Ghadially, Senior Manager, Route Network Planning at CAMAIR and aviation analyst. We unpacked the latest in network planning, fleet deployment, and market opportunities across Asia, Africa, and the Gulf.
The show was led, however, with the revival of India–China direct flights and how airlines like Air India and IndiGo are positioned to capitalize on this reopening. Before the suspension in 2020, the route network included 539 monthly flights, with Chinese carriers dominating approximately 70% of capacity. Behramjee provides insights into which routes should be prioritized first - Beijing, Shanghai, or emerging destinations like Hangzhou and Shenzhen that can be efficiently served by narrow-body aircraft, and if Akasa would like to throw its hat in the ring!
We also discussed in detail Ethiopian’s growing footprint in India, Thai and Lufthansa’s alliance-driven strategies, and Emirates’ evolving role in the subcontinent. Expect data-driven insights, candid takes on livery faux pas, and a lightning AvGeek quiz that I failed and passed!
You will hear comprehensive insights into the rapidly evolving landscape of international aviation connectivity between India and key global markets. From network planning strategies to aircraft economics, fleet deployment decisions to competitive positioning—this conversation covers the full spectrum of modern airline operations and strategic planning.
Vishal Mehra - @vishal1mehra
Key Takeaways
- Direct demand and connecting demand are not interchangeable: a transfer-heavy flight bears concentration and schedule risk.
- A credible hub must be evaluated as banks of arrivals/departures, not simply as an accumulation of destinations.
- Fleet flexibility matters: capacity and range need to fit both regional feed and long-haul departures.
- India–China market opportunities differ between trade-oriented, business and longer-haul transfer traffic.
- Airport slots and co-terminal connectivity can erase the theoretical benefit of a good geographic position.
- Premium carrier economics require sufficient high-yield traffic rather than the maximum possible seat density.
- Emirates’ India business, in Ghadially’s account, includes a major Dubai local-market component; treating every Gulf passenger as connecting is analytically wrong.
Editorial analysis
A hub is a timetable, not an airport map
A point midway between two markets is not automatically a hub. What matters is whether an airline can gather passengers from several origins and move them onward at times they are willing to buy, at fares that cover the cost of doing so. In his conversation on The Indian AvGeek, network planner Behramjee Ghadially treats geography as the starting condition rather than the strategy itself. An airport may appear perfectly located between continents and still lack the local demand, connection banks or fleet economics needed for durable service. That makes the interesting question less where could an aircraft fly? than which combination of passengers will pay for it?
India–China cannot be planned as a single market
The discussion opens with the prospect of restoring direct India–China services, viewed from August 2025. Ghadially differentiates the demand for commercial centres such as Guangzhou, business and institutional markets such as Beijing, and potentially underserved cities including Hangzhou and Shenzhen. Different city pairs imply different mix of local passengers, connecting passengers and aircraft requirements. He argues that Delhi and Mumbai have stronger foundations for many of these flights than an approach built heavily around a Kolkata transfer hub. His claim is a planning judgment, not a published finding on current demand; the passenger numbers mentioned in the conversation do not come with an independently auditable dataset.
Local demand is the hub’s shock absorber
Connecting traffic can make an airline network look bigger than its home market. It also exposes the airline to rivals that can reroute travellers with a competing fare or connection. A hub with a substantial origin-and-destination market has an additional source of demand when transfer flows weaken. Ghadially’s scepticism about a transfer-dependent Kolkata strategy is best understood in that light. Geography might shorten a routing, but an airline still needs people who want to travel to and from the airport itself—or enough yield from connecting itineraries to justify the operational complexity. The smaller that local cushion, the more a missed bank, an awkward schedule or a competing hub can hurt.
Frequency and aircraft size decide whether connections exist
An impressive network map can conceal a thin timetable. A passenger landing after the one useful onward departure does not have a convenient connection simply because both cities appear in the airline’s brochure. Hub banks must line up repeated feeder services with long-haul departure waves; practical connections also depend on minimum connection times, terminal transfers and the reliability of both legs. On thinner routes, large aircraft can produce a capacity problem even where some demand exists. Ghadially returns repeatedly to matching fleet size and frequency to the market, rather than treating a single aircraft type or one premium product as the universal answer.
African connections reveal the price of an extra stop
The conversation turns to African airline networks, including Ethiopian and Kenya Airways, to show how price can overcome geographical inconvenience for some passengers. Ghadially discusses travellers who accept longer routings, and sometimes transit accommodation, when the overall fare difference is substantial enough. This does not mean those routings are naturally superior: a cheaper ticket can purchase demand that would otherwise choose a more direct itinerary. The carrier must earn enough revenue to pay for the extra flight sectors and disruption risk. A transfer passenger who fills two seats in the network is not automatically as profitable as two local passengers buying those same seats independently.
Lufthansa, Thai and Emirates are different commercial propositions
Ghadially’s comparisons underline why airline network strategy cannot be copied wholesale. Lufthansa’s approach to India is discussed in relation to premium demand and connecting traffic through Europe. Thai Airways faces distinct questions of fleet deployment and schedule breadth. Emirates, meanwhile, is not merely carrying Indian travellers onward through Dubai; Ghadially emphasises the importance of passengers whose journey starts or ends in the emirate. Those interpretations should be read as the guest’s period-specific analysis, not verified October 2026 market shares. The underlying point is durable: two airlines may compete for the same traveller while relying on quite different mixes of local demand, premium yield, cargo and transfers.
The test is contribution, not connectivity theatre
If an airport wants to become a hub, it needs more than a persuasive map and a launch announcement. The harder model tests each proposed route for local origin-and-destination demand, the quality of the connections it creates, the cost of the fleet assigned to it, and the fares travellers will pay against alternatives. A service can be strategically useful and still lose money. Ghadially’s interview is most valuable when read as a warning against mistaking possibility for viability: the lines drawn between airports are hypotheses until a schedule and an income statement support them.
Questions & answers
Where might resumed India–China flights find demand?
Ghadially assesses direct demand by city and suggests opportunities beyond Beijing, Shanghai and Guangzhou, especially Hangzhou and Shenzhen.
Why be sceptical of Kolkata as a Chinese hub?
He argues that its weaker local demand could leave services dangerously dependent on transit traffic.
What does a hub need beyond location?
Compatible aircraft sizes, repeated feeder frequencies and coordination with long-haul banks.
Why does Ethiopian attract some India–Canada traffic?
He emphasises price differentials and transit accommodation; the airline’s commercial benefit is not simply the straight-line route.
Should Lufthansa densify aircraft for India?
He says no: brand positioning, premium demand and schedule flexibility matter to its economics.
Sources & attribution
Primary source: The Indian AvGeek conversation with Behramjee Ghadially, published 24 August 2025.
Editorial context: This analysis interprets the conversation as recorded in August 2025; it does not present the guest’s forecasts or opinions as independently established facts.
Evidence note: The interview’s route-level passenger figures are not independently source-verified; the analysis does not repeat them. India–China proposals are period-specific scenarios, not current schedule claims.