Price is what you pay for, value is what you get.
~ Warren Buffett
BFI Infinity InSights Q1 2021
Finally, 2020 is behind us. It was a year that probably no one among us will ever forget. The Covid pandemic has impacted all of our lives and created uncertainty for everybody. While the initial reaction was panic, we have started to deal with the situation, learned to go on with our lives and work towards solving the problem.
BFI Infinity InSights Q2 2021
Since the release of our January InSights update, the global economy has continued to go through a challenging time. But now, finally, the outlook
is turning more positive for the future, as the world is starting to get the pandemic under control. While more and more people, especially in the West, are vaccinated, there are still regions where the pandemic is still raging, which is especially true for India. And yet, despite this, global macro-economic indicators are pointing to a solid global recovery that will, in combination with massive fiscal stimulus programs, lead to a very strong bounce for the world economy.