Episode #6 - The Rollercoaster is over: Now for the Road Bumps!
The rollercoaster may have slowed down but there are likely to be many road-bumps along the way. Emmanuel Calligeris shares his insights into how companies will report in a Covid 19 environment , including such things as asset write-downs. He discusses the need to look for total return not dividends, the timing of when the stimulus will get to wallets and impacts on trade with other countries. He discusses the internal road-bumps such as the resumption of consumption and employment.