At a time of an exceptional stock market rally – notwithstanding the ongoing corona pandemic, global supply chain disruption, inflationary pressure from higher costs of raw materials, feedstock, container shipping, etc. – the challenge is to realign exuberant market expectations with the economic reality of companies trying to adjust to the second year of an unprecedented healthcare crisis.
In his latest market study, Peter Kirkow concentrates on the second wave of cost savings, M&A activity and industry consolidation, sustainability premium as well as an economic outlook.