Here I would like to preserve my thoughts on 2021 from an investment point of view and the results of my trades.
Events that moved the markets
There were several topics that moved markets:
- The worst wave of Covid-19 (for most countries) yet at the beginning of the year.
- Covid-19 vaccination started.
- Some pandemic restrictions remained, some vere eased.
- Post-covid economic recovery was not at strong as expected.
- Highest inflation in 30 years (in US, but other countries had similar issue).
- Supply chain disruption.
- China property sector crisis and Evergrande