I had a couple of great questions from readers the past week:
Hi FH, thanks for sharing. Would like to check with you recently markets are charging and stock price shooting up. Do you see this as a V shaped recovery?
Or, especially for SG stocks is this a temporary euphoria due to end of CB, but it may be dampened soon as the market will realise it’s overly optimistic about the restart similar to Chinas reopening.
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Thanks for the great article. Would like to get your views on the unprecedented levels of government aid (achieved in days, what took months to achieve during the GFC – probably good timing due to upcoming elections) globally and if there will be a meaningful impact on LT earnings. While the key aim is to keep companies and workers afloat, it seems likely that these low-interest government loans and/or equity injections may lead to an extended period of earnings growth and a bull run, similar to what we’ve seen in the past decade...
