Episodes
Friday Dec 09, 2022
Global Data Pod Weekender: A bumpy path as China moves away from zero-COVID
Friday Dec 09, 2022
Friday Dec 09, 2022
China appears to be relaxing its zero-COVID policy which will eventually open the door for a substantial growth rebound. However, a starting point of low immunity and limited health care capacity points to a bumpy growth path in 2023. It’s impact on the global economy depends on two key linkages – the impact of stronger demand on commodity prices and the impact of rising COVID cases on supply.
Speakers:
Bruce Kasman
Michael Hanson
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