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 is the new approach that policymakers are adopting in response to COVID-19?

• Eliminating all travel restrictions

• Living with COVID-19 as an endemic

• Achieving zero COVID-19 cases

• Returning to strict lockdowns

Which sectors are expected to see growth as economies reopen?

• Technology and software

• Leisure and travel

• Mining and extraction

• Agriculture and farming

What is a major challenge companies face despite strong demand?

• Decreasing market share

• Cost pressures and supply chain disruptions

• High employee turnover

• Lack of consumer interest

What is the primary cause of rising costs according to the transcript?

• Increased consumer demand

• Lack of mobility and supply chain disruptions

• Higher taxes

• Decreased production efficiency

What is the expected impact of fiscal stimulus in the US?

• Minimal effect on growth

• Significant boost to growth

• Increase in unemployment

• Reduction in consumer spending