All posts by Andrew Tang

Andrew Tang

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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Morgans Best Ideas: April 2020

By Andrew Tang

06 April 2020, 5:00 PM

The ~c27% correction has finally unearthed some value, and we think long term investors will be rewarded for holding their nerve through current uncertainty. Given the market moves, we make sweeping changes this month.

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Australia Strategy: Reporting Season Review

By Andrew Tang

06 March 2020, 12:00 AM

February results were slightly better than expected, particularly among large-cap leaders, which should give investors some comfort amidst the ongoing volatility. We believe investors will be rewarded for holding their nerve through current uncertainty.

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