Post by account_disabled on Dec 30, 2023 5:33:23 GMT
The COVID-19 epidemic situation is starting to ease in many countries. Especially in Asia and Europe where it is well controlled. The number of daily new infections has decreased significantly. which helps support the gradual opening of the city and reopen the economy. However, the recovery in each country may not be the same. But it can be said that the worst of the situation has passed. KBank Private Banking, together with global partner Lombard Odier, considers that now is an important time to monitor how the global economy will recover. Dr. Sammy Sharma, Chief Economist from Lombard Odier, spoke via a live webinar from Geneva can be summarized into 4 main points as follows: Ability to control the COVID-19 disease that occurred in the first round Including the readiness of tools and measures, such as testing and monitoring people at risk of infection, treatment, and the ability of hospitals and medical personnel to support patients.
Including physical distancing and protecting yourself by wearing a Email Data mask. It will help us manage the situation well and not be so heavily affected that we have to go back and lock down the city again if there is a second wave of the epidemic. Economic recovery back to where it was before will still take time. Although supported by unprecedented measures to stimulate the economy, both monetary and fiscal, It is expected that the world economy will recover in a Nike-shaped (Swoosh-shaped) manner, that is, in a V-shaped manner in the first period of the opening of cities and gradually recover at a lesser rate in the final period. The long-term economy will grow slowly. Low to negative interest rates, low inflation, high debt, and significant social and economic inequality.
The risks of this prediction are Poorly controlled second round of outbreak, trade barriers and withdrawing economic injection policies earlier than scheduled Whether it is reducing asset purchases, increasing interest rates, or tightening the government budget. Ms. Siriporn Suwannakarn, Financial Advisory Head, Private Banking Group, Kasikorn Bank Gave advice on allocating investment portfolios Under the above perspective on economic recovery as follows: From the ability to control COVID-19 including measures to stimulate the economy in the next phase, good quality stocks and bonds It is also an interesting option. than deposits or short-term financial instruments Because of low interest When the economy grows slowly, therefore, not every stock is an investment. Proactive management plays a key role in finding and selecting winning stocks. The groups that will benefit are businesses related to (1) technology and digital (2) senior citizens and the middle class with high incomes (3) China, which has the second largest economy and will be the economic powerhouse in the future. (4) Take care of the environment, such as reducing global warming and future energy, etc.
Including physical distancing and protecting yourself by wearing a Email Data mask. It will help us manage the situation well and not be so heavily affected that we have to go back and lock down the city again if there is a second wave of the epidemic. Economic recovery back to where it was before will still take time. Although supported by unprecedented measures to stimulate the economy, both monetary and fiscal, It is expected that the world economy will recover in a Nike-shaped (Swoosh-shaped) manner, that is, in a V-shaped manner in the first period of the opening of cities and gradually recover at a lesser rate in the final period. The long-term economy will grow slowly. Low to negative interest rates, low inflation, high debt, and significant social and economic inequality.
The risks of this prediction are Poorly controlled second round of outbreak, trade barriers and withdrawing economic injection policies earlier than scheduled Whether it is reducing asset purchases, increasing interest rates, or tightening the government budget. Ms. Siriporn Suwannakarn, Financial Advisory Head, Private Banking Group, Kasikorn Bank Gave advice on allocating investment portfolios Under the above perspective on economic recovery as follows: From the ability to control COVID-19 including measures to stimulate the economy in the next phase, good quality stocks and bonds It is also an interesting option. than deposits or short-term financial instruments Because of low interest When the economy grows slowly, therefore, not every stock is an investment. Proactive management plays a key role in finding and selecting winning stocks. The groups that will benefit are businesses related to (1) technology and digital (2) senior citizens and the middle class with high incomes (3) China, which has the second largest economy and will be the economic powerhouse in the future. (4) Take care of the environment, such as reducing global warming and future energy, etc.