MACRO | Genghis Capital 2021 Playbook - Navigating the Now Normal

    No, that’s not a typo. The theme is just what it is, ‘Navigating the Now Normal’. The COVID-19 shock upended the world last year with far-reaching consequences; an earthquake of a magnitude 9 comes closer. While the rollout of the vaccines this year are meant to be a shotinthe arm (no pun intended) to global economies, we are alive to the fact that the pandemic’s scars will still linger longer. Not only has COVID-19 exposed the domestic economy’s soft spots, but the spillover effect has weighed heavily on investment opportunities. This year’s Playbook navigates this ‘now normal’ in-vestment landscape.


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