A 2023 Calendar for China's Reopening and Recovery
Andy Rothman gives his insight on how China may live with COVID in the months ahead.
China’s leaders continue to take steps designed to remove obstacles to daily life and to support economic growth. Investment Strategist Andy Rothman shares his 2023 monthly outlook on how China’s reopening and economic recovery might play out. This calendar offers his monthly base case, as well as the key risks for China’s reopening.
*As of November 30, 2022, accounts managed by Matthews Asia portfolios held positions in Taiwan Semiconductor Manufacturing Company.