The rise in new infections for Covid-19 in the US is a worry. As noted last week, it is hard to see the stock market making much headway when Covid-19…
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The outbreak of Covid-19 in Beijing has been a good demonstration of how Asia has led in the fight against the virus. The authorities have “responded with fierce determination to…
Scientists at Moderna have released data that they claimed “back up and inform the pivotal (first) study”. And one dose may be enough to provide protection against Covid-19. ‘Ultra-fast’ Phase…
Widespread protests in the UK and US have alarmed scientists, who warn that both countries are particularly vulnerable to a second wave of Covid-19 infections. Social cohesion is rapidly becoming…
A big week for equities. Last week we suggested that the protests over George Floyd’s death and civil disturbance might be a risk to the generally constructive view of equities…
President Trump’s attempts to isolate Huawei are doomed to fail. The telecoms giant has an unassailable lead in 5G. Huawei has just announced an important breakthrough in 5G antenna technology….
A strong week for equities saw the S&P 500 climb 3.2% to a close of 2955. The S&P 500 has retraced 62.5% of the losses sustained between February 19th and…
The respite was short-lived: the drop in carbon emissions did not last long. China is revving up old polluting industries in a bid to kick-start the economic recovery. Air quality…
Amazon’s commitment to a “Covid-free network” deserves to be taken seriously. Repeat testing, virus-killing robots (for warehouses, stores etc) and AI to enforce social distancing have given the ecommerce giant…
Amazon has been one of the biggest ‘winners’ from Covid 19. The shift to online shopping has been given a structural boost. But costs are rising too. Amazon warned last…
