People pray as screens show devotees gathering via Zoom to commemorate Makha Bucha Day at the Wat Phra Dhammakaya temple in Pathum Thani province, Thailand, on February 26. Stocks which benefited from the pandemic, like Zoom, have been down since the vaccine breakthrough last year. Photo: Reuters People pray as screens show devotees gathering via Zoom to commemorate Makha Bucha Day at the Wat Phra Dhammakaya temple in Pathum Thani province, Thailand, on February 26. Stocks which benefited from the pandemic, like Zoom, have been down since the vaccine breakthrough last year. Photo: Reuters
People pray as screens show devotees gathering via Zoom to commemorate Makha Bucha Day at the Wat Phra Dhammakaya temple in Pathum Thani province, Thailand, on February 26. Stocks which benefited from the pandemic, like Zoom, have been down since the vaccine breakthrough last year. Photo: Reuters
Nicholas Spiro
Opinion

Opinion

Macroscope by Nicholas Spiro

Why investors are already missing the Covid-19 pandemic

  • Markets have benefited hugely from the virus-induced disruption. But, as the recovery gathers momentum, uncertainty remains about which changes will prove permanent and which will be less consequential

People pray as screens show devotees gathering via Zoom to commemorate Makha Bucha Day at the Wat Phra Dhammakaya temple in Pathum Thani province, Thailand, on February 26. Stocks which benefited from the pandemic, like Zoom, have been down since the vaccine breakthrough last year. Photo: Reuters People pray as screens show devotees gathering via Zoom to commemorate Makha Bucha Day at the Wat Phra Dhammakaya temple in Pathum Thani province, Thailand, on February 26. Stocks which benefited from the pandemic, like Zoom, have been down since the vaccine breakthrough last year. Photo: Reuters
People pray as screens show devotees gathering via Zoom to commemorate Makha Bucha Day at the Wat Phra Dhammakaya temple in Pathum Thani province, Thailand, on February 26. Stocks which benefited from the pandemic, like Zoom, have been down since the vaccine breakthrough last year. Photo: Reuters
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Nicholas Spiro

Nicholas Spiro

Nicholas Spiro is a partner at Lauressa Advisory, a specialist London-based real estate and macroeconomic advisory firm. He is an expert on advanced and emerging economies and a regular commentator on financial and macro-political developments.