The abiding tale of a Chinese reopening has been about as labile as pundits’ conviction of a soft landing. In fact the two may very well be tightly correlated. Now, it seems data has finally arrived to firmly lay to rest the debate whether a reopening would show. What better time then to unwrap and examine the implications?
![China Week: The reopening play vol 2](https://stenoresearch.com/wp-content/uploads/2023/03/CW-–-The-reopening-play-1080x675.png)