Musings of an
Aviation Investor — December 2022

Airline equities have been all over the place in recent years driven by pandemic market dislocations but have recently showed modest signs of stabilisation.

I hope to provide in this column, and on a regular basis, a bit of a synthesis and cut-through of the market with my own unique perspectives of key market drivers at play, with new take-aways and insights to be reported as observed. Hopefully, I will be able to include some interpretations that may not already have been widely written about.


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