One theme going into 2022 was the expectation by many market participants that China COVID-19 cases would slow and lockdowns would be discontinued which would allow China’s economy to reopen and participate in the post-COVID global recovery.
However, despite sitting here in September 2022, China’s “COVID zero” policy has continued and has baffled outside observers who have been attempting to understand why such harsh policies continue to exist.
There have been shifting ideas of whether a reversal of China’s COVID zero policy would occur leading up to or after China’s National People’s Congress beginning October 16th where Xi Jinping is expected to secure a third term as China’s leader.
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