As it becomes increasingly clear that the coronavirus pandemic will have social and economic effects that outlast personnel lockdowns, market participants are redrawing their long-term trading strategies.
When it comes to Asian equities, Citigroup Inc. and Bank of Singapore are among those with recent, new recommendations. Money managers including T. Rowe Price Group Inc. are holding media briefings. Among the panoply of themes gaining traction: all things online, supply chains decoupling from China and a focus on resilient corporate balance sheets.
