Watching out for the bargains ahead (The Aust 14/04/20)

The initial selldown in the sharemarket was liquidity-driven. But regardless of the asset class, we are now waking up to the reality of the situation.

Visibility is now required over the broader damage to this revenue. Key questions arise around what the earnings of listed companies will be and what we might expect going forward.

I expect that the losers will well outstrip the winners — but there will be winners.