If post lockdown in China is any indication of how people are going to react, I see a surge of people wanting to escape, to holiday, to experience, to adventure and to just live life. I see a strong rebound in tourism,
I agree. I think there will be a great deal of pent up demand. Families isolated at home are spending very little money (assuming they are receiveing an income) when they are permitted to travel again people will want to "reward" themselves with a holiday, preferably overseas. Someone made the point on another thread that Bali could rebound early. I totally agree. The Indonesians can just sweep Bali clean and it matters not what happens elsewhere in Indonesia so long as they can say "Bali is safe". People have not had much choice in where to spend their discretionary spending (delivered food) so those with jobs will be keen to spend. Of course money is going to be very cheap for the next five years at least. Cheap money (debt) and pent up demand, what could go wrong?