An intelligent selection of potential beneficiaries of a rebound in leisure, travel & entertainment
Investment Rationale
As the world resurrects from pandemic woes, and vaccination drives make progress, we expect a strong rebound in consumer-spend especially on local & international travel, leisure and out-of-home entertainment.
Several businesses are well poised to benefit from the vengeful return of this pent-up consumer demand. Further, lockdown restrictions globally over the past 2 years have resulted in excess idle cash with consumers. Subscribe to this cleverly devised portfolio to benefit from the same.
