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Are markets too early in pricing an easing of China’s Covid lockdown?


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Markets discount future expectations and among the headlines that have been circulating is that China is preparing to open again after what some say was a draconian lockdown strategy.

 

IGTV’s Jeremy Naylor caught up with John Meyer from SP Angel who said that any recovery is likely to be patchy at best.

Other news discussed was the likelihood of China entering Taiwan, and US President Biden’s wish to look at potentially unwinding some of the Trump-era trade sanctions on China.

 

 

 

 

 

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