Mike and his team from Hudson Crossing are out early with their predictions for 2009. Interesting - here they are (with a little editing from me.
1. A Major OTA Brand will be sold
2. Luxury Travel will be affected and will tank
3. Corps will lead the investment activity
4. US Airline industry due to reductions will ride out the current storm with lower fuel costs - and no government subsidy.
5. Global Hotels will manage the downturn better but will feel full brunt of the economy in late 2009
6. Online advertising and Media oriented businesses will be the sole bright spot n short term travel investment performance
7. Mobile will begin to emerge converge and finally arrive in travel.
So I can agree with some of these and will speak later about them. In the mean time have a look and a think. There is some interesting possibilities here.
Cheers
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