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Re-closure could become the new market theme

From think.ing.com

When the Coronavirus was first taking off, I was struck by how incredibly bad governments around the world were at learning from the experience of their neighbours. It was almost as if governments in country A believed the virus would behave differently than it had done in country B once it arrived, and would attempt to delay preventative measures as long as possible in an attempt to protect the economy. I think that what we have learned (and this is my opinion, not a hard fact, but I believe the data supports this) is that late, and ineffective/weak lockdowns do little to diminish the spread of the virus and still ... (full story)

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  • Category: Fundamental Analysis