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VijayKedia

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Updated2026-10-28 07:00:00

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Is This A Trillion Dollar Opportunity? Vijay Kedia On Why Tourism Stocks Are Tricky

NDTV Profit · 2026-05-25 · 유튜브 시청 27,724 · Board Views 8 · International

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But I am going to start with the in-house team at NDTV Profit a question then you will have to sing a song, I am not able to sing but sir you had tweeted very well that the tourism sector of India, summer vacation is also coming and of course we are not perfect in the tourism sector think the entire hospitality industry, domestic tourism will be in the next four to five years ?

Look, I feel that we could have done this thing long ago and I had also tweeted four years ago that you get everything inside India. There is a river , there are mountains, there is an ocean, there is a desert , there is heritage, there is greenery, at people go to see in the world. We said let's go and see the broken houses of 200, 300 years.

In Spain and here and there in Italy. This was 250 years, 400 years ago before the war and before that. You will get all these things in India. But the problem is we do n't have infrastructure. There is no means to reach there. There is no proper hotel there. There is a problem with the accommodation and the way tourists are treated is also a bit of a problem.

So now perhaps awareness is coming within the government, so this sector will become very big. It seems like if really, then I had tweeted that this could be a $1 trillion sector. If we focus on this properly, then what is the benefit of this? We understood this. Well, this can happen and will happen only when the government wants.

Nothing will happen just because you and I want it. If the government wants, it will provide such facility. If you make rules and laws in that way, then the work will be done. But if you want to ask how do I take advantage of this as an investor, then I will tell you. Right now, I do not have any idea in my mind as to which shares to buy keeping that theme in mind.

Before I understood this, I took a stock of airlines three-four years ago. Well, you also talked about Mahindra Holidays. Now in that I went on holiday. I've been having holidays ever since I took it. Will there be a holiday in your portfolio profits within that ? don't know what is inside me. So by saying this, you read any news or there is any information or you understand something that this story is going to happen in the future.

This became an issue. How do I take advantage of that as an investor? , it is a very good thing to think that was also a message from the Prime Minister that you should not go out this time, if possible then you should take a holiday in India only. How does an investor , how can I take advantage of it as an investor, to get it back to me.

This is very different mathematics. So I bought those airline prices go like this and what happens inside the airlines is that they have problems for three months, then it takes them 13 months to rectify it. It takes them 2 years. Recently Air India has reported . The company has incurred a loss of the amount for which he purchased the airline.

So this is a big trick. So in this I have taken off, I do n't know about what is inside him. Similarly, whatever you want to think about, hotels etc. will be do n't know today how to make money from it. You should keep it on your radar so that if you ever get such an opportunity, you can invest in it.

There is no clear cut answer to this yet tha. Hmm, okay, one more question from the from our team here.

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