Analysis: Q1 2021

After the shock of the covid-19 pandemic and an almost universal lockdown in 2020, the world has cautiously started to open up and is looking forward to a complete reopening in the eventual post-pandemic world. Fiscal and monetary policy measures in developed economies have not only staved off more profound social turmoil because of the covid-induced economic crisis but largely put the economy back on track.

Both public and private markets have reacted with a huge amount of verve and…

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