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April 2020 Vol.25 No.4


Looking for a SARS-style bounce

There isn’t much nuance in the reaction of institutional investors, asset managers, analysts, and pundits of various stripes to the ongoing Covid-19 crisis. It’s bad, bad, and more bad. Anyone who wants more informed, substantiated and quantified analysis of the situation from that perspective will be spoiled for choice. The following, therefore, is much more personal and anecdotal, and based partly on my own experience of living through the SARS outbreak in Hong Kong in 2003.

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