Last innings of the reopening trade

It’s time to think beyond the reopening and examine factors that could drive the post-COVID-19 global economy. While many countries have only just embarked on the path toward reopening, the world’s largest economies—the United States and China—are already well on their way. The road map to reopening has been laid out, and uncertainties surrounding the virus, vaccination, and how economies might fare as they reopen have diminished substantially.

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