1) Political risk is now essentially zero. All about the Coronavirus, which is an uncertainty rather than a risk. Strange to me that companies to date are generally only cutting guidance to reflect China, which is already recovering.
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Replying to @GavinSBaker
We're hearing green shoots out of China - supply chains starting to come back online, @PayPal speaking to a "stabilization or maybe a little bit of acceleration coming out of China now," and several companies expecting a strong 2H from pent up demand.https://www.alpha-sense.com/insights/coronavirus-cheatsheet-earnings-call-quotes-from-mastercard-paypal-and-others …
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