Vinit Bolinjkar on how to play the tourism theme & where ITC will go

Vinit Bolinjkar of Ventura Securities suggests playing the tourism theme through Indigo, IRCTC, Indian Hotels, and Thomas Cook. He also believes that ITC will perform well due to its growth in the FMCG segment and the success of its hotels. Bolinjkar highlights the shift in tourism towards spiritual destinations in India. He mentions that Federal Bank may face challenges due to increased cost of funds, while Maharashtra Bank and Karnataka Bank may be better options.