The leaders of countries, corporations and even households have Shakespearean dilemma in front of them: To Open, or Not to Open! With phrase "To be, or Not to be", Prince Hamlet contemplates death and suicide , bemoaning the pain and unfairness of life but acknowledging that the alternative might be worse (source: Wikipedia). Leaders (and every one of us) have same dilemma of whether it's safe to open the economy and reduce the hardships billions of people (from small businesses across the world to migrant workers in developing countries like India) are going thru or keep the extended lockdowns/shelter-in-place to control the spread of COVID-19 to flatten the curve of infections and unfortunate deaths. By no means it's easy decision same way it was not easy for anyone to lockdown countries and shut down economies at expense of livelihood of billions of people. The most important decision for many leaders in their lifetime will decide how world emerges from th...
Commentary about markets and investment ideas and some random thoughts!