All posts by Andrew Tang

Andrew Tang

Morgans Best Ideas July 2020

By Andrew Tang

07 July 2020, 5:00 PM

Key additions this month include Santos, ALS Limited, HUB, Adairs, Baby Bunting Group, PWR Holdings, Acrow Services, ZIP Co, Aventus Group, Costa Group Holdings and Strandline Resources.

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COVID-19 Roadmap: Reality bites

By Andrew Tang

16 June 2020, 7:40 AM

The reality for the equity market is that even with strong fiscal and monetary policy support it will be around two years before business conditions get back to the levels needed to support pre-COVID-19 share prices.

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COVID-19 Roadmap: Mapping the recovery

By Andrew Tang

26 May 2020, 4:30 PM

Since the start of the pandemic, Google and Apple have made available real-time mobility data to track foot traffic. The data shows whether people are returning to work, doing more shopping/leisure activities, or staying at home. The set of indicators provide a current snapshot of the shape of the recovery and consumer behaviour.

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