Hospitality players posted a stellar performance in the first half of the year, as the global travel recovery remained well underway. In the second quarter however, we see that the global travel growth momentum remains positive, even though the pace of recovery has started to moderate.
A bright spot to look forward to may be the more meaningful outbound travel recovery from China on the back of supportive policy measures, which may benefit Chinese online travel agencies, European luxury brands, and consumer names within the broader Asia Pacific region.
Additionally, new trends have emerged for hospitality, as hordes of travellers have hopped onto the bandwagon of using ChatGPT and other generative AI software to plan their holidays.
What are the key trends which investors should look for in the months ahead, and what are the interesting investment opportunities in the form of emerging disruptors or companies with a first mover advantage?
Tune in to our latest podcast with Ada Lim, Equity Research Analyst at Bank of Singapore as she shares more about the outlook and future possibilities of travel.
