bullish
What Will Drive China Recovery?
SUMMARY
- 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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