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:

  1. A scuffle in Iran with the US taking out a prized target
  2. COVID-19

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?

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