shared a link post in group #China Covid Curated
GZ be careful @GetSelect #China Covid Curated @ShanghaiMacro
ccc.select.id
Shanghai Macro Strategist
Investors should closely watch the covid situation in Guangzhou, which is already likely out of control. As cases surge, the local gov. (and Beijing) will be forced to choose between a hard lockdown or a fundamental shift in approach.This could turn out to be an inflection point