SCBS Strategy

27/08/2021 SCBS Strategy – 2H21: Where should we focus?
04/06/2021 SCBS Strategy – Six key themes emerge from 1Q21
09/03/2021 SCBS Strategy - Five key themes from 4Q20 performances
06/11/2020
SCBS Strategy – US election 2020
26/08/2020 SCBS Strategy – Cost and adaptability are key for 2H20
27/05/2020 SCBS Strategy – Weak earnings matter less than liquidity
24/04/2020 SCBS Strategy – Bounce or bottom?
05/03/2020 SCBS Strategy – Earnings in 4Q19 are irrelevant; 2020 matters
05/02/2020 SCBS Strategy – The impact of the Wuhan corona virus on the global economy
16/01/2020 SCBS Strategy  – Old risks fade, new risks loom