It’s not the coronavirus but our fear-driven response to it which will have devastating long-term consequences.

Could the counterintuitive effect of coronavirus be to spark a period of sustained outperformance by Chinese assets?

The novel coronavirus will weigh disproportionately on Thailand’s economy.

What we know about the coronavirus will inflect positively and support a continuation of the risk rally.

The cumulative loss to global GDP from the pandemic could be around $9 trillion.

A tiny number of counties account for most of US GDP and the large number of Covid-19 cases.

The insight from financial history is that we’ve endured the “displacement” and are only now entering the “boom.” The “mania” phase lies well ahead.

Working from home is a new way of life in which we no longer worship at the altar of the office for self-worth. Remote work is here to stay. Buy Zoom.

It will take years, rather than months, of a dismaying cycle in which cases subside and surge before we achieve global immunity, even after inoculation.