Sinology: A 2023 Calendar for China's Reopening and Recovery

By Andy Rothman

Andy Rothman gives his insight on how China may live with COVID in the months ahead.

Andy Rothman, Investment Strategist

In the December 14 issue of Sinology, we explained that China is back on a pragmatic path with the lifting of zero-COVID and property market policies that stalled domestic demand in 2022. While COVID cases are likely to continue to rise in the coming months that is unlikely to disrupt progress towards living with the virus and an economic recovery in the second half of this year.

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.

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