Active Minds 3 June 2020 - Markets pulled in two directions as lockdowns ease

In this edition of Active Minds, James Clunie discusses the two themes that seem to be driving markets today: companies well positioned to endure lockdowns, and those with most to gain from lockdowns easing. Interestingly, both kinds of stock are outperforming. Meanwhile, Matthew Pigott looks at Brazil’s experience with Covid-19, and why its market could go from euphoria to hysteria and back again. Lastly, Mitesh Patel talks about the Japanese market and how investors’ narrow focus is creating valuation opportunities elsewhere.

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