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China Watch #2 – Reopening; Here’s how to play it

China Watch #2 – Reopening; Here’s how to play it

Jan 5, 2023 | Watch Series

China is de facto reopening by now as we rightfully forecasted a few months back, but is a reopening equal to good news straight away? Not necessarily. Here is our playbook for the Chinese reopening.

Steno Signals #24 – Bipolar China

Steno Signals #24 – Bipolar China

Nov 27, 2022 | Steno Signals

A rising case count is ultimately the only trigger cable to end to the Chinese zero Covid regime, why the possibility of a reopening is currently INCREASING.

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