Tourism ecosystem: From a tactical & long-term perspective, buying a basket of stocks is probably better; 11 stocks to focus on
Published on: Sept. 13, 2025, 2:03 a.m. | Source: The Economic Times
For those who think that it is for the first time that hotel (or, broadly, hospitality) stocks are in the limelight on the street, here is a slice of history. Way back in 1994, when the market witnessed its first bull run after the Harshad Mehta scam, hotel stocks were at the top of the gainers’ list. The reason, according to brokerage research reports – which then came out infrequently and were few in numbers – was that as the Indian economy opened up, more foreign business travellers would flock in, leading to higher occupancy. And as it is not easy to set up a 5-star hotel, the demand-supply equation would favor the sector. The sector did do well for a while, but then came a long period where these stocks did not give any returns. Now, once again, the cash registers are ringing. But this time it is not about foreign travellers.
