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China Covid Curated

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David

shared a link post in group #China Covid Curated

GZ be careful @GetSelect #China Covid Curated @ShanghaiMacro
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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

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