Tag: Dave Mohr
First in, first out: China’s fortunes are of more than passing...
Although we all know the coronavirus that causes COVID-19 first emerged in China, there is some debate as to exactly when. As it spread through the city of Wuhan, authorities took what at the time seemed like an extraordinary decision to place the whole metropolitan area in quarantine from late January onwards.
Sickly Rand also a COVID-19 patient
The number of confirmed COVID-19 cases worldwide surpassed one million last week. This number probably still understates the true spread of the coronavirus given the lack of testing in many places, and the fact that some infected persons don’t show symptoms.
COVID-19 investment note: the coronavirus shocks
The global economy has been hit by five shocks as the coronavirus spread rapidly. This could not have been predicted, though with hindsight the market was initially much too complacent. The situation is so uncertain now that a strategy based on trying to predict the future is bound to get it wrong.
Coronavirus investment note: uncertainty deepens
There is a distinct lack of good news at the moment, and certainty is in short supply. The coronavirus is spreading rapidly in Europe, the Middle East and North America, and we have to assume it will continue spreading at a rapid rate.
The lean years don’t last forever
Political concerns have dominated markets in recent months. It has mostly been US President Donald Trump throwing his weight around (tariffs, Iran, North Korea), but in the past week Italy has been the source of market unease.
Political instability a concern?
While South Africans are still coming to terms with the implications of junk status (so far not much), global markets are not standing still and a number of notable developments are taking place.
