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Omicron is a buying opportunity for EM tourism stocks

  • This time is different. The world is better prepared for Covid variants than in March 2020

  • The recovery trade will not be rattled

  • We think now is a good time for investors to accumulate EM travel and tourism stocks

Omicron is a buying opportunity for EM tourism stocks
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
29 November 2021
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