The possibility of a recession in the quarters ahead cannot be dismissed.
With 40.3% of the economy and US$7.2 trillion in production at risk, China's zero-Covid heavy-handed response is filtering through in the figures.
I am more concerned, for markets, about quantitative tightening than rate hikes.
Let's see how this earnings season shapes up.
Richard Liu will still control the voting power of JD.com, China's second-largest e-commerce site.
The stock watchdog in China is circulating new rules that would let Chinese companies listed overseas to share audit data, a sticking point for the SEC.
Investors were aggressively selling the stock of any company that moves freight. Not typically a good sign.
I'm of the view that we are in a Bear Market rally.
There's a mounting list of Chinese developers that say they can't file their 2021 annual accounts in time, a likely sign of deeper trouble.
Look at these stocks for advances this year if the 'China recovery' continues.