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CHIR - China's Coronavirus Recovery - A Short Recession Then
Global X Funds MSCI China Real Estate
Our basic coronavirus problem
Of course the basic, basic, problem is about health care and epidemiology but that's not the point for us here as investors. Rather, we're interested in the macroeconomic effects for that then tells us when markets in general, thus stock markets, are going to get back to something like normal.
There are three possibilities. That we have a V shaped recession, a U shaped or and L. That is, a drop - and it looks like 15% or so would be a fair guess - in GDP but then what happens?