Anything interesting over the weekend?
- Sure, the Government did their job and approved a budget (only 3-4 months)
- The 5G bids happened, hello less dividends for all shareholders.
Putting things into perspective this year we have seen:
- A scuffle in Iran with the US taking out a prized target
And the SET is only down -3%? Doesn’t quite feel like It’s reflecting what will definitely be a weak 1Q20 or is it (and all other markets) so efficient that it’s already pricing in a 2H20 recovery?