I'd imagine this might hit CX a bit as they launch Premium Economy... But with 4 daily flights they've become so much more focused on china and oz for their uk based sale fares. I wonder if CX will distribute any Icl Inclusive Tour fares to the likes of Trailfinders etc to protect that business (the book ahead low yield business for leisure traveller).

I see the impact for Ba ex UK as very limited. BA HKG might feel a bit more of a Pinch.

If anything I'd imagine they might mop up some of the indirect middle east cheapo business fare passengers out there.