Well, we won't know until later Q1, 2023. I don't share the complete confidence that the Sell Side consensus, we are in for the "China is Roaring Back" narrative.
With no transparency of Omicron spread, severe cases, fatalities, and genome sequencing, the current wave predictions are nothing short of "I believe it will boom" because it will.
The reopening was going to be hamstrung by the initial spread surge, given the sudden U-turn in policy and unpreparedness.
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