tourism

Back in October 2020, in the depths of the COVID-19 pandemic, in a blog titled “why cruise lines could be worth buying again,” we proffered an investment thesis that...

This week’s edition begins with a special guest chart.

This week’s charts begin by revisiting our table of winners and losers in the S&P 500

There's higher risk in the space but these companies, one in tourism and the other resources technology, don't look like cash burners.

The last time Australia had a full formal meeting with the Chinese President was in 2016. A more hopeful time when we'd signed an extensive free trade agreement only...

We’re all very attuned to how one virus can cause economic and social chaos. But it’s not just new coronavirus variants we should be worrying about. One virus, which...

Ingenia Communities Group (ASX: INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a...

This week we had confirmation that Australia’s economy contracted in the March quarter. This was enough for even the government to concede that the economy is in...

Make no mistake: the sun has set on the golden era of travel, with both leisure and business passengers likely to avoid the airline lounges and cruise ship terminals...

The easy premise is that the scourge of COVID-19 will change societies, economies and company profits forever. The harder forecast is where, and to what extent. Just...

There are few long-term investing themes as powerful as demographic trends, and the rise of Millennials as the biggest cohort of consumers is a prime example. We sat...

In many countries around the world, July is a month of temporary migration among the populace. On the one hand, offices are quieter, and the roads less congested. On...