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The cure must not be worse than the disease

Seema Shah of Principal Global Investors
Seema Shah of Principal Global Investors
  • Seema Shah
  • 20 May 2020
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While new coronavirus cases are plateauing, although not yet declining significantly, countries in Europe are beginning to judge the economic pain wreaked by Covid-19 containment measures to be worse than the infection itself and are shifting focus slowly but surely towards revitalising their economies.

A lifting of lockdowns - however gradual they may be - will result in a rise in economic activity from a very low base, so quarter-on-quarter GDP growth is likely to be positive in Q3. Downside protection...

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