Thoughts on Covid impact ChinaI'm looking for an entry point.
What is concerning me at the moment is the inevitable impact of covid sweeping China. It has already started, popped up in a dozen different cities, and raging Hong Kong.
At some point in the not too distant future, they will not be able to contain it, although they will try. And this means people do not go to work ... and at different points, all across the supply chain. The disruptions will be very significant. It will knock the entire world market.
Am I just Captain Darkstar here, or does anyone else see this?