How To Invest in the Shadow of Coronavirus
The markets are facing a perfect storm. Inflow from mutual funds had made us ignore the weakness in earnings growth. Now, funds flows are showing a sense of panic and fear, leading to a big fall. The coronavirus has impacted China deeply. And global China trade linkages, restrictions on movement of people and lock-down in a few cities have all added to a sense of panic and despair. This has...
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