With vaccinations picking up pace and people looking forward to holidays in the festive season, analysts are turning bullish on travel-related stocks. Will some of the beaten down names in the pack outperform Nifty in the next few months? Or will a third wave of the pandemic spoil investors’ hopes?
In today’s special podcast with independent market expert Rajiv Nagpal, we take a deep dive into travel stocks to understand the pros and cons of investing in the sector at this stage.
Listen in.
Welcome to the show Mr Nagpal.
1) As Covid cases drop in India and the festive season is coming nearer, what is the outlook on travel and tourism related stocks?
2) If we see a strong revival in travel during the upcoming holiday season, do you think some smaller names in hospitality may turn out to be dark horses? Or should one stick to the large well-known names with strong balance sheets?
3) Would it be too risky to bet on airline stocks given the stress they have seen ever since Covid hit us?
4) What about platform stocks? IRCTC rallied 24 per cent last week while Easy Trip Planners gained more than 6 per cent in just four days. How sustainable are their expensive valuations?
Thank you Mr Nagpal. That’s all in today’s special podcast. But do keep checking this space for more such interesting content. Good bye!
