I agree. After half the developed world has been couped up at home for a month+ ... there's some stir-crazy pent up travel demand. Calling the timing of reduced travel restrictions is another matter. I'm not going to take that punt (timing), but do take the view that entertainment and travel stocks will shine early in the piece as restrictions are lifted ... "as" restrictions are lifted!
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I agree. After half the developed world has been couped up at...
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