How Badly Will the Coronavirus Hurt China's Economy

The video discusses the uncertainty surrounding the virus's impact on the global economy, highlighting unknowns about its spread and the number of fatalities. It examines how asset managers might approach this uncertainty, considering the fundamentals of companies and the potential for a second wave of infections. The video also explores China's economic stimulus efforts and the global economy's recovery, noting the differential impact on various sectors. It concludes by discussing the limitations of stimulus in the face of a supply shock and the importance of providing liquidity to prevent bankruptcies.

What is the significance of the timing of the virus outbreak in relation to the global economy?

What challenges do supply shocks present to economic stimulus efforts?