Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

An Update of COVID-19 in Japan, South Korea, & Singapore

Coronavirus in Japan - At a Major Tipping Point?

The Fate of the Globalization Post COVID-19?

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

In this insight, we discuss how watching Texas and Florida closely could provide some of the leading clues to the potential for a second major wave of new COVID-19 cases and deaths in the U.S.Now, the key thing to look out for is the second major wave of new COVID-19 cases, carefully tracking regions where they are "re-opening" for business again, and reducing their social distancing measures. If these regions such as Texas and Florida are able to reduce the infection rates in the midst of reduced social distancing measures, then this means that they are winning the war on COVID-19, and the probability increases for continued improvement in the economy and the stock market. <div class="content-highlight">The data from key states such as Texas is not good (in terms of rising new cases of COVID-19) plus we have big countries such as Russia, India, and Saudi Arabia that have experienced surging new cases of COVID-19 in the past month. In addition, for some reason, the great value investor Warren Buffett has not "bought the dip" in the recent stock market decline, and all of these data points add suspicions on the recent market rebound. </div>

In this insight, we discuss how watching Texas and Florida closely could provide some of the leading clues to the potential for a second major wave of new COVID-19 cases and deaths in the U.S.Now, the key thing to look out for is the second major wave of new COVID-19 cases, carefully tracking regions where they are "re-opening" for business again, and reducing their social distancing measures. If these regions such as Texas and Florida are able to reduce the infection rates in the midst of reduced social distancing measures, then this means that they are winning the war on COVID-19, and the probability increases for continued improvement in the economy and the stock market. The data from key states such as Texas is not good (in terms of rising new cases of COVID-19) plus we have big countries such as Russia, India, and Saudi Arabia that have experienced surging new cases of COVID-19 in the past month. In addition, for some reason, the great value investor Warren Buffett has not "bought the dip" in the recent stock market decline, and all of these data points add suspicions on the recent market rebound. 

A Second Major Wave of New COVID-19 Cases? - Watch Texas & Florida