Oliver's Insights: The China Coronavirus outbreak – economic and investment market implications


The attached note looks at the China coronavirus outbreak and its economic and investment implications. The key points are as follows:


  • The China coronavirus outbreak has led to concerns of a global pandemic triggering an economic downturn.

  • Our base case is that the outbreak will be contained allowing share markets and bond yields to rebound.

  • However, uncertainty is high given that the coronavirus is more contagious than SARS albeit with lower mortality. Key to watch for is a peak in new cases and contained transmission in developed countries.

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