Month / February 2020
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As stock market sell-off engulfs all sectors, we suggest buying secular growth names aggressively
Complacency no more! Although in our last weekly publication we suggested that VIX index or the fear gauge was still indicating that complacencies lingered in the US market regarding the impact of the…
February 29, 2020 -
Virus stricken economic activity in Asia leaves little room for optimism for now
Covid-19 going global There are two important aspects of the virus that epidemiologists now highly suspect of. First is that those infected that are asymptomatic could still be highly contagious. The second and…
February 22, 2020 -
Prolonged negative impact of Covid-19 raises doubts about v-shaped recovery scenarios
As US stocks melt up, investors in Japan are more cautious of contagion The US stock market’s liquidity-driven melt-up continues as investors have brushed aside worries about the Covid-19 virus, and are further…
February 15, 2020 -
Despite positive signs of the virus containment, normalisation could take much longer than hoped
The full impact of the virus coming to light but normalisation could take monthsAlthough we had predicted that stock markets would bottom out within the first two weeks of February, once the…
February 9, 2020 -
Coronavirus fast becoming a known known
Short-term economic fallout from virus looks substantial As we highlighted last week, all bullish bets are off as 2019-nCoV virus had the potential to be a Black Swan event and we advised investors…
February 2, 2020