On March 17th, I blogged some thoughts on the coronavirus outbreak; its significance; and how I was seeing the outlook. While we are still far from the end of this crisis, at this stage events appear to be playing out largely in line with the analysis and predictions outlined in that article, so I haven't felt much need to pen an update. My views were generally considered wildly optimistic at the time, but recent events suggest it was more a case of investor sentiment being unreasonably bearish than my views being unreasonably optimistic.
