The U.S. travel sector is slowing down due to a drop in international visitors, especially from Canada, while Canada's industry is surging because of a boom in domestic tourism.
India could have been the U.S.'s safe bet amid the current tourism turmoil. Instead, the stricter vetting, changing visa rules, and tariff wars might just have turned them away.
The April-June quarter was marred with geopolitical tensions and the Air India crash. Despite this, the Indian hotel sector's ability to not only remain unaffected by these headwinds but also deliver a double digit revenue growth is the recovery the industry and investors have been waiting for.
As geopolitical tensions and mass tragedy-led demand disruptions threaten to widen losses for Indian airlines, carriers would need to figure out how they can leverage their improved pricing power without losing price-sensitive Indian passengers.
The July 2025 Skift Travel Health Index shows the global travel industry remains resilient with a 1% growth. A key trend is the sustained strength of premium and business travel, which continues to grow and drive revenue despite broader economic uncertainties.
Rakesh Gangwal’s latest stake sale signals the steady unwinding of his association with IndiGo, marking the end of one of Indian aviation’s most defining partnerships. And to investors, the timing for this long-coming offloading is hardly surprising as IndiGo is at its strongest yet.
The question for destinations is not whether to go after Indian demand, it’s how fast and how smartly they can adapt their sales, distribution and product to claim it.
Hospitality’s future won’t be won on unit growth or loyalty points, but on differentiated product and true value creation. From India’s middle-class boom to Europe’s affordable hostels and lifestyle stays, Brookfield’s bets point toward a travel economy where distinctiveness, culture, and affordability matter more than scale for its own sake.