Wednesday, January 8, 2020

Secular Tailwind In Aviation - Growth Runway for Boeing & Airbus

There is a major Secular Tailwind In Aviation and  Growth Runway exists for Boeing & Airbus. BRICS accounts for 40% of world population and 20% of GDP and number of people entering middle class in India and China will soar in the next 2 decades. Also spending on travel is excoriates time grow significantly over next 2 decades.

There may be recessions and downturns in the interim but over next decades if Boeing and Airbus maintain safety standards and can retain the duopoly there is a tremendous amount of money to be made. 























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