4 big investor unknowns…

The current economic crisis caused by covid-19 is quite different from previous recessions and financial downturns.

Previously, governments could just inject money into the economy or invest in capital infrastructure to stir demand. However, Clovid-19 hit demand so hard that we don’t know when or whether demand will turn around. In addition, demand may return in a totally different form.

So we have a situation where we cannot just bargain hunt on blue-chip companies in a bear market and expect them to turn around. Some of them may not. Instead, we have to carefully study now demand will change post covid-19 and pick companies and industries that will shape the new economy.

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