This report covers the uneven impact of the COVID-19 pandemic and how it forces governments to tackle increasing poverty and inequality. In the U.S, the fiscal response is pretty similar to the 1930s New Deal in terms of relief and colossal infrastructure spending to accelerate economic recovery. With other countries also boosting their fiscal spending, the pandemic has become a catalyst for a global surge in infrastructure construction. We ponder how the New-Deal inspired policies will be rolled out and what the possible investment implications are.

Click Here to Download

Post feedback to Heyokha Brothers

Your email address will not be published. Required fields are marked *

About Our Blog

This blog covers obser-vations made by our team. It can touch on any subject that we deem relevant for investors in Asean markets.