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Major themes for 2022

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Thematic reports

Major themes for 2022

Michael Fritzell
Jun 13, 2021
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Major themes for 2022

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Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers. Consult your financial adviser to understand whether any investment is suitable for your specific needs. I may from time to time have positions in the securities covered in the articles on this website. This is disclosure and not a recommendation to buy or sell.

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Here are a few key themes for 2022 that I think might help you with idea generation:

1. Delta variant surprise outbreaks

As I have argued in this previous post, delta variant B.1.617.2 is likely to dominate most other strains of SARS-Cov-2. Its spread …

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