MACRO - China 0-Covid Policy & Supply Chain - 02.2022
The imposition of strict policy measures from the Chinese government to contain the spread of the virus have manifested themselves into turmoil in the supply chain. This will inevitably affect other countries as many companies around the world rely on this industry for the supply of essential components in their production process. The policy will be discussed in further detail in addition to the most affected asset classes and the predicted outlook on future inflation and supply chain problems. By Pavel Drovossekov.