Macro Insights Livestream - February 2021


Mutations and valuations.
Group Research, Taimur Baig10 Feb 2021
Photo credit: DBS


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Hopes and exuberance associated with vaccine approvals and rollout are being challenged by a host of complicating factors. Inoculating the world’s population is a herculean task; there will be setbacks, owing to logistics and curveballs thrown by variants of the coronavirus. Also, in the near term, serious risks to mobility have risen due to an alarming resurgence in infections and deaths in a number of countries. All of this is taking place when exhaustion is setting in among the public. What do all these mean for the year’s outlook? And what about market valuations, given the extraordinary US equity market volatility seen lately? We examine regional and global implications in detail.



Taimur Baig, Ph.D.

Chief Economist - G3 & Asia
taimurbaig@dbs.com


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