Tribeca's Liu on Investment Strategies

The transcript discusses the impact of the Delta variant and lockdowns in Australia, highlighting the shift in policy towards living with COVID-19. It explores sectors likely to benefit from reopening, such as leisure and travel, and addresses economic challenges like inflation and supply chain disruptions. The role of fiscal stimulus in supporting future growth, particularly in the US, is also examined.

What are the implications of the vaccination rate on the economy as discussed in the text?

How has the mindset of policymakers changed regarding COVID-19?

What sectors are expected to see significant growth as economies reopen?

What challenges are companies facing in terms of profits and expectations?

What role does fiscal stimulus play in the economic recovery as mentioned in the text?