XSO 1.28% 3,187.8 s&p/asx small ordinaries

The Brains Trust - 2020, page-966

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    An extract from arora report how the China virus will change parts of our life some obvious and some to ponder
    • The government will become a bigger part of the American economy.
    • Americans will have less privacy and fewer rights.
    • Poor, lower middle class and the rich will do better as the government programs will help them. Upper middle class such as professionals will get squeezed with higher taxes.
    • A segment of the population will start saving more.
    • More people will work from home.
    • Corporations will not want to own or rent as much office real estate as before.
    • Online education will become more popular.
    • Colleges and universities will come under financial pressure.
    • The shift to cloud will accelerate.
    • Telemedicine will become popular.
    • More people will buy groceries on line.
    • There will be a golden age of biotechs.
    • Supply chains will shift closer to home.
    • Consumers will horde.
    • Corporations will hold more inventory.
    • Active stock and ETF pickers will shine.
    • Investors will struggle with the potential of massive deflation first and eventual massive inflation.
    • Many brick and mortar retailers will be in trouble and so will the shopping malls.
 
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