vasu menon, executive director of investment strategy, oversea chinese banking corp.ction from what scott morrison has been saying. will the measures the enough to cushion the drop in the economy? australia, just like other companies -- other countries have done the same to come up with fiscal measures. this, there iss a lot of uncertainty, a bit of a blackhole. how long will this last? the global financial crisis, we had trouble with banks. bank, in thisal it is somewhat of guerrilla warfare. you do not know how long the enemy will be around. how long this crisis will be is important. out,is prolongs and drags it will test the finances of governments, it will test central banks which are running out of options, and that is quite worrying. yvonne: what do you do in this environment? it does not seem like you are sticking your neck out on any conviction calls, but where do you go and how do you hedge? who: there are investors see value starting to emerge. three equities, almost standard deviations below the mean. it could overshoot on the downside because of sentiment.