Source: Xinhua
Investment Thesis
Based on our assessment, the coronavirus is closer to a more contagious and stronger flu as compared with other deadlier viruses. We are confident that the Chinese government will be able to successfully manage the situation. With that said, we believe there will be a negative impact on Chinese economy, especially for Q1 2020. We have listed a couple of sectors/companies that may suffer the most from this outbreak, but we suggest that investors exercise caution in shorting these targets.
How Serious Is the Coronavirus, Really?
As we have received a