COVID-19 UPDATE Facts & Figures 28/07/2020 - Generali Investments
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COVID-19 UPDATE Facts & Figures – 28/07/2020 Issued July 28, 2020 Last Contagion Figures July 27: 214,052 total new cases (+1.3%), vs 223,233 the previous day and 253,407 7-day average. Now confirmed 16,492,889 cases worldwide (213 countries and territories) vs 14,719,038 cases last week. 653,652 people have died (4.0% of confirmed cases) and 10,020,651 have recovered (60.8%). Europe: 2,342,867 cases; 7-day average growth of 13,549. USA: 4,290,259 cases; 7-day average growth of 65,083. Brazil: 2,443,480 cases, 7-day average growth of 45,976. India: 1,482,503 cases, 7-day average growth of 46,798. New cases reached a new record on July 24 with almost 285,000 infections. In the past week, the USA, India, Brazil, South Africa, Mexico and Peru registered new highs in daily cases. Australia, Japan and Hong Kong are experiencing a second wave of contagions after having initially contained the virus. The daily cases count already surpassed its previous peak in all three countries, and it is still increasing. As of today, Australia, Japan and Hong Kong recorded a total of 600, 237 and 370 cases per million people, versus an average of around 4,200 for the main European countries and 13,000 for the USA. FOR PROFESSIONAL INVESTORS ONLY Research Analysis www.generali-investments.com
2 | Generali Investments – Covid-19 Update FOR PROFESSIONAL INVESTORS ONLY Research Analysis www.generali-investments.com
3 | Generali Investments – Covid-19 Update TOP 10 most hit countries Most hit regions Cases Deaths Cases Deaths Country Country Total 1-Day 7D avg Total 1-Day 7D avg Total 1-Day 7D avg Total 1-Day 7D avg USA 4,290,259 + 56,336 + 65,083 148,011 + 1,076 + 998 North America 5,052,765 + 67,116 + 77,489 206,855 + 1,505 + 1,774 Brazil 2,443,480 + 23,579 + 45,976 87,679 + 627 + 1,061 Asia ex China 4,344,455 + 73,336 + 75,518 92,619 + 1,258 + 1,495 India 1,482,503 + 46,484 + 46,798 33,448 + 636 + 764 South America 3,787,364 + 46,146 + 68,673 135,545 + 1,337 + 1,802 Russia 818,120 + 5,635 + 5,805 13,354 + 85 + 132 Europe 2,342,867 + 13,388 + 13,549 195,583 + 168 + 242 South Africa 452,529 + 7,096 + 11,272 7,067 + 298 + 271 Africa 864,094 + 13,466 + 17,724 18,218 + 410 + 393 Mexico 390,516 + 5,480 + 6,613 43,680 + 306 + 642 Oceania 16,664 + 532 + 416 183 +6 +5 Peru 389,717 + 4,920 + 4,577 18,418 + 189 + 200 Others 721 - - 15 - - Chile 347,923 + 2,133 + 2,128 9,187 + 75 + 79 * Regi ona l cl a s s i fi ca tion a ccordi ng to the Uni ted Na tions Geos cheme; Rus s i a i ncl uded i n As i a Spain 325,862 + 2,120 + 1,992 28,434 +2 +2 UK 300,111 + 685 + 677 45,759 +7 + 64 More information about the short-term forecasting models for total cases and total deaths presented below available on our Focal Point: Covid-19: proprietary models set to monitor pandemic evolution. FOR PROFESSIONAL INVESTORS ONLY Research Analysis www.generali-investments.com
4 | Generali Investments – Covid-19 Update Note: Data sources: WHO, CDC, ECDC, JHU, Worldometers.info, state and national government health departments, local media reports, Google Mobility Report, Bloomberg. The day is reset after midnight GMT+0. For additional infor- mation regarding the data collected and presented in this document please contact mattia.mammarella@generali-in- vest.com Main news Moderna said it has received an additional $472m for the development of its coronavirus’ vaccine, which just entered into a late-stage trial which will include about 30,000 adults. On Saturday, Brazil’s president Bolsonaro said he has tested negative for Covid, crediting hydroxychloroquine for his recovery despite a lack of scientific evidence about its effectiveness. US Senate Majority Leader Mitch McConnell said they will present a new relief programme to address health, economic assistance and school. It will also include direct payments to individuals and over $100bn for schools. Following the increase in cases in Spain, the Madrid regional government tightened coronavirus restrictions making masks mandatory in public areas and limiting the number of people allowed at private gatherings. The IMF has approved a $4.3 billion emergency loan to South Africa. Hong Kong, which is one of the countries experiencing a second wave of infections, announced further restrictions to limit the outbreak, including a ban of gatherings of more than 2 people and mandatory facemasks in all public places. The UK reintroduced a two-week mandatory quarantine on all travellers returning from Spain. FOR PROFESSIONAL INVESTORS ONLY Research Analysis www.generali-investments.com
5 | Generali Investments – Covid-19 Update Imprint Head of Research Vincent Chaigneau (vincent.chaigneau@generali-invest.com) Head of Macro & Market Research: Dr. Thomas Hempell, CFA (thomas.hempell@generali-invest.com) Team: Elisabeth Assmuth (elisabeth.assmuth@generali-invest.com) Elisa Belgacem (elisa.belgacem@generali-invest.com) Radomír Jáč (radomir.jac@generali.com) Jakub Krátký (jakub.kratky@generali.com) Michele Morganti (michele.morganti@generali-invest.com) Vladimir Oleinikov, CFA (vladimir.oleinikov@generali-invest.com) Dr. Martin Pohl (martin.pohl@generali.com) Dr. Thorsten Runde (thorsten.runde@generali-invest.com) Dr. Christoph Siepmann (christoph.siepmann@generali-invest.com) Dr. Florian Späte, CIIA (florian.spaete@generali-invest.com) Dr. Martin Wolburg, CIIA (martin.wolburg@generali-invest.com) Paolo Zanghieri, PhD (paolo.zanghieri@generali.com) Head of Insurance and AM Research: Michele Morganti (michele.morganti@generali-invest.com) Team: Raffaella Bagata (raffaella.bagata@generali.com) Alberto Cybo-Ottone, PhD (alberto.cybo@generali.com) Mattia Mammarella (mattia.mammarella@generali-invest.com) Roberto Menegato (roberto.menegato@generali.com) Giovanni Millo, PhD (giovanni.millo@generali.com) Antonio Salera, PhD (antonio.salera@generali.com) Cristiana Settimo (cristiana.settimo@generali.com) Federica Tartara, CFA (federica.tartara@generali.com) Issued by: Generali Insurance Asset Management S.p.A., Research Department In Italy: In France: In Germany: Generali Insurance Asset Management Generali Insurance Asset Management Generali Insurance Asset Management S.p.A Società di gestione del risparmio S.p.A Società di gestione del risparmio S.p.A. Società di gestione del risparmio Sources for charts and tables: Thomson Reuters Datastream, Bloomberg, own calculations Piazza Tre Torri 2, Rue Pillet-Will Tunisstraße 19-23 20145 Milano MI, Italy 75009 Paris Cedex 09, France 50667 Cologne, Germany Via Niccolò Machiavelli, 4 34132 Trieste TS, Italy www.generali-investments.com This document is based on information and opinions which Generali Insurance Asset Management S.p.A. Società di gestione del risparmio considers as reliable. However, no representation or warranty, expressed or implied, is made that such information or opinions are accurate or complete. Generali Insurance Asset Management S.p.A. Società di gestione del risparmio periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible changes or losses related to the improper use of the information herein provided. Opinions expressed in this document represent only the judgment of Generali Insurance Asset Management S.p.A. Società di gestione del risparmio and may be subject to any change without notification. They do not constitute an evaluation of any strategy or any investment in financial instruments. This document does not constitute an offer, solicitation or recommendation to buy or to sell financial instruments. Generali Insurance Asset Management S.p.A. Società di gestione del risparmio is not liable for any investment decision based on this document. Generali Investments may have taken, and may in the future take, investment decisions for the portfolios it manages which are contrary to the views expressed herein. Any reproduction, total or partial, of this document is prohibited without prior consent of Generali Insurance Asset Management S.p.A. Società di gestione del risparmio. Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche. Generali Investments is a commercial brand of Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Manage- ment S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A.. Working with you since 1831
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