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...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...‘Perfect scenario’ Those look like V-shaped projections, Andrew Glenn thought to himself....
...recovery is no longer in the cards....
...“I would say that, as a team, we've pretty well discounted a uniform V-shaped recovery. The question is, is it U-shaped, is it W-shaped or parts of it L-shaped?”...
...And now a fifth expect a “V-shaped” economic recovery, up from a 10th in the previous month....
...“With public market values falling so much, a buyer needs to determine whether the valuation represents the new normal or whether there is going to be a V-shaped recovery in terms of earnings or valuation...
...Valuation pricing in a V-shaped recovery. We think the JD share price was clearly oversold during the COVID crisis, falling around two thirds from highs reached earlier this year....
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...Last year was exceptional for Europe Inc in terms of growth, profitability and business expectations....
...It comes as the music industry is facing a big test of the sustainability of its recovery....
...Related links: Shared mobility V.1, USSR edition – FT Alphaville Do the economics of self-driving taxis actually make sense? – FT Alphaville Who are Tesla’s competitors, really?...
...It bought the US biotech group Seragon Pharmaceuticals for a cost of up to $1.7bn in July, and the US gene-sequencing group Genia for up to $350m in June....
...Analysts at Macquarie said the price moves in iron ore were “a classical V-shaped recovery” and reflected the fall and rise in demand....
...The bad news is already in the price and his £1bn recovery plan is already in the works. Instead, the group’s US foray looks most troublesome....
...Indonesia, something of an EM darling at present, is 14th in the list, behind the global average, but after a good 2011 it is less of a recovery play....
...“The V-shaped recovery in corporate profits seems to be at an end,” warned Barry Knapp, chief US equity strategist at Barclays Capital....
...Combined with expectations for lower power constraints at the end of the year, the Japanese economy should experience a V-shaped recovery in early 2012, he said....
..., making it difficult to participate in the recovery.”...
...“We hit rock bottom and now we’re crawling back up,” says Richard Aboulafia of the Teal Group consultancy in Virginia....
...The recovery is coming, but slowly....
...Asia’s V-shaped recovery from the global financial crisis has triggered a boom among budget airlines in the region as carriers position to meet forecasts for rising traffic....
...“Most investors have abandoned hope for a clean V-shaped recovery and are now extremely data-point sensitive,” said Lawrence Creatura, vice-president and portfolio manager at Federated Clover Investment...
...Very few, as far as I can see, truly believe in a “V” shaped recovery, in which the economy and share prices keep improving. It is interesting, however, that counter-arguments are beginning to emerge....
...However, we expect the debt to increase much more owing to a shortfall in government’s targeted fiscal consolidation, primarily on account of lower-than expected economic recovery....
...Some believe today’s asset prices demonstrate a “V” shaped recovery is well underway in the US while others say another down leg is coming that could threaten the nascent recovery and validate “double-dip...
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