Hints and tips:
...Both companies have also benefited from expectations of a wider recovery in the memory sector later this year....
...The recovery in global corporate bond and loan markets began after the Federal Reserve signalled it sees a path to cutting interest rates later this year....
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...“An equal opportunity to progress is not only morally right, but a cornerstone of good business practice and key to creating a dynamic, productive workplace.”...
...“It will be very difficult for Japan to achieve a V-shaped recovery in the number of new births,” he said, arguing that the most optimistic scenario might be maintaining the 2022 level or a little higher...
...A version of this article was first published by Nikkei Asia on July 19. ©2022 Nikkei Inc. All rights reserved....
...A version of this article was first published by Nikkei Asia on December 8 2021. ©2021 Nikkei Inc....
...Among the most striking divergences of the K-Shaped Recovery is the one within the “me here now” economy itself....
...If there is a sense from this earnings season that confidence in a V-shaped recovery for profits is misplaced, then the impact will probably be hardest on companies with weak balance sheets, and on those...
...Strategic bets on recoveries in the share prices of companies such as concert purveyor Live Nation and cruise operator Carnival paid off handsomely....
...The labour market recovery could be even more rapid because the biggest bounce back will come in employment rich service sectors....
...We are developing new divisions to provide services to our customer base....
...“Markets are pricing a V [shaped recovery], everyone’s coming back to work, and this is going to be fine,” Mr Falco said. “I don’t think it’s going to be that easy quite frankly.”...
...recovery is no longer in the cards....
...“More an I-shaped recovery than a V-shaped!”...
...And now a fifth expect a “V-shaped” economic recovery, up from a 10th in the previous month....
...SoftBank founder predicts WeWork V for Victory Masayoshi Son admitted today he had turned a “blind eye” to governance lapses at WeWork but promised a “sharp V-shaped recovery” for the shared offices provider...
...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....
...“The situation is going to be quite dynamic in the next few weeks,” he said. “There are many airlines out there who are severely stressed with little or no cash resources.”...
...Assuming no prolonged, deep recession into 2021, the attractive industry dynamics should reassert themselves as recovery gradually comes through....
...Appearing via video link from a locked down Madrid, Ms Botin said those estimates were based on a “V-shaped” recession — a sharp shock followed by a rapid recovery, but stressed this was only one possible...
...We think Airbus would be best-positioned to benefit from a V-shaped recovery in 2021....
...Following 9 quarters of consecutive net outflows we estimate Q220 mutual fund net inflows of +£0.4bn, with a recovery seen in funds such as Dynamic Bond fund....
...If there’s a V-shaped recovery on the horizon “the market probably buys the EPS downgrade, assuming that the disruption is eventually contained.”...
...Adjusted PBT +10% to £200m from £181m (despite lower investment gains), but we note the changing, positive dynamics as the construction and services momentum builds....
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