Think Different. Think Small.

Stephen Lew discusses the effects of coronavirus on manufacturing in China. 

  • Stephen Lew
28 Feb 2020
View PDF   Download PDF  
View PDF   Download PDF  

While the negative economic impact from the coronavirus ("COVID 19") may ultimately be transitory, the larger question that remains unanswered is when the factories in China can return to pre-COVID-19 production capacity.


The views expressed are those of the portfolio manager as of February 2020 are subject to change, and may differ from the views of other portfolio managers or the firm as a whole These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.

For a better experience, we recommend viewing this website in landscape orientation.