KASB Market View
Category: COVID-19
KASB Morning Shout June 07, 2021
KASB Market View
KASB Research Ideas for the Week
6 June 2021
KASB Ray of hope: The spring of hope
• While the return to normal can only come once the vaccine is widely available, most statistics show that the lockdowns have been able to bring the situation in control across the world. Over the past 24 hours, new infections only increased by 0.9% – the lowest increase since late Feb and the first time… Continue reading KASB Ray of hope: The spring of hope
KASB Ray of hope: End of the beginning
• The world is opening up – even UK – which is the worst hit in Europe will start easing the lockdown from Monday. More than 40,000 people have died in the UK due to COVID19 (more than 20,000 in the hospital – which is the officially tracked number). While, the death rate is coming… Continue reading KASB Ray of hope: End of the beginning
KASB Ray of hope: lockdown debate
• European economic data is ugly. The UK economy will decline by -35% in 2Q20. Across Europe the data on economic sentiment published today shows record lows. It is a not a surprise then that many European countries including France, Germany and Italy are now slowly easing the restrictions. In the UK, there is also… Continue reading KASB Ray of hope: lockdown debate
Taiwan: an underdog corona winner
What did Taiwan do differently than the rest of the world to contain the coronavirus? It definitely comes as a surprise that in the long marathon of corona race, Vietnam seems to be the ultimate winner, crossing the finish line by significant margins. Taiwan has only 420 cases with 6 deaths despite the fact that… Continue reading Taiwan: an underdog corona winner
KASB Ray of hope: Ostrich strategy
Dear Friends, Pakistan has now officially joined the group of countries following what is being called the Ostrich strategy. I wrote a few weeks earlier about Belarus’s President who recommends vodka and ice hockey. We are god fearing people – our cures are different. The State’s strategy of lock down seems to have capitulated –… Continue reading KASB Ray of hope: Ostrich strategy
KASB Ray of Hope: The Samoa World
• We think the crisis will deepen the schism between China and the US. Last week the US suspended its support for the World Health Organization, which is a United Nations body. It is now (unofficially) claiming the virus is man made and developed in a lab in Wuhan. There were similar claims made by… Continue reading KASB Ray of Hope: The Samoa World
KASB Ray of hope: Beware of fake news
• There have been attacks on telecom instalments across Europe on the back of rumours that 5G signals cause COVID. In the UK, there have been over 60 such attacks. Maybe someone is deliberately spreading such rumours to stymie Huawei’s rollout of 5G. In any case, there is a lot of dangerous disinformation – some… Continue reading KASB Ray of hope: Beware of fake news