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Key Points: Share markets have fallen sharply over the last week or so on the back of coronavirus concerns. Shares may still have more downside and the uncertainty around the coronavirus crisis is very high, but we are of the view that it’s just another...
Key Points: While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to a renewed sharp fall in share markets and bond yields. Our base case is that the outbreak will be contained allowing share markets and bond...
Key Points: Shares are vulnerable to a short-term correction. But with inflation low, and as long as recession is not imminent, it makes sense that traditional valuations like PEs are higher than their long-term average. Similarly, it makes sense that property yields are lower than...
