-
·
COVID19 – Winners & Losers?
As the COVID-19 situation started to look ominous and the quantity of news on the topic reached overwhelming levels, I decided to mind-map thoughts on implications across each industry, and sub-sector. I then tried to link the sectors to large/prominent listed companies, so one could (seek to) quantitively track these ‘predictions’.
-
·
C19 & finding silver linings
2019 will go down as the ‘worst of times’ for many in Hong Kong and 2020 feels like it has started as a ‘winter of despair’. COVID-19 couldn’t really have come at a more inopportune time. Outside Hong Kong and China it has been an extraordinary fortnight. It’s become evident to most people that the…