Category: Thoughts

Travel & Strategy Update: When Will International Travel Return?

Travel & Strategy Update: When Will International Travel Return?

Key Takeaways Hospitalisations and deaths have fallen around the world, worst of ‘winter wave’ appears to be over. Vaccination news and declining hospitalisations and deaths have triggered stock rally in global equities, but airline and hotel stocks continue to lag. Government restrictions on inbound/outbound travel the largest obstacle to recovery in international travel, fallout greatest…

Read More →