zero-covid

The Chinese economy has posted one of its worst economic performances in 50 years. Meanwhile, its population has shrunk for the first time since the Great Leap Forward. For Brazil, which depends on sales to China, that doesn't bode well in the long term.

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There is a mood of anxiety as China celebrates the Lunar New Year. With families and friends gathering for a season of feasting, there is a worry that there could be a surge in Covid-19 infections, costing many lives. In late 2022, the Chinese government ended its so-called “Zero-Covid” policy and lifted travel restrictions. In this podcast, Mark Williams, Chief Asia Economist at Capital Economics discusses the outlook for the Spring Festival with host, Duncan Bartlett, Editor of Asian Affairs magazine. 

The pace of China’s re-opening and the sudden pandemic u-turn from a zero-Covid policy has taken many investors by surprise. Chinese equity markets have seen a rally that started with a series of market rumours about a potential reopening in early November last year. What has really triggered this significant turnaround? Will the rally continue? And what sectors are most likely to outperform?

In this episode of the week in markets, Richard Tang, Head of Research Hong Kong and China Strategist at Julius Baer, takes a closer look at China and shares his market view.

In this episode, we discuss the end of the 'zero-Covid' policy in China and its impact on travel. Subscribe to our podcast today to stay up to date on employment issues from law experts worldwide.

Host: Peter Walts (Employment Law Alliance / Global)

Guest Speaker: Jeffrey Wilson (email) (JunHe / China)

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China’s zero-COVID bubble has officially burst, after years of some of the world’s strongest restrictions aimed at preventing its spread. After protests in more than 20 cities last month, people have shown they were ready for restrictions to be lifted. So, what are the challenges facing the loosening of tight restrictions, and are people ready for what comes next?

In this episode: 

• Katrina Yu (@Katmyu), Al Jazeera China correspondent

Episode credits:

This episode was produced by Alexandra Locke with Ruby Zaman, Chloe K. Li, and our host, Halla Mohieddeen. It was fact-checked by Ruby Zaman.

Our production team includes Chloe K. Li, Alexandra Locke, Ashish Malhotra, Negin Owliaei, Amy Walters, and Ruby Zaman. Our sound designer is Alex Roldan. Aya Elmileik and Adam Abou-Gad are our engagement producers. Ney Alvarez is Al Jazeera's head of audio.

Connect with us:

@AJEPodcasts on Twitter, Instagram, and Facebook

US equities had a positive run overnight, ahead of the US midterm elections, as well as key inflation data on deck over the next few days. Tonight, the midterm election will determine which party will control Congress, which currently, the House is controlled by Democrats. And on the economic front, investors are waiting on the consumer price index report out on Thursday. Stocks hit session highs in afternoon trade. The Dow Jones gained more than 400 points or 1.48%, the S&P500 gained 1.1% and the Nasdaq closed 1% higher. 

In Europe the STOXX600 closed 0.3% higher, Germany’s DAX up 0.6%, the French CAC down 0.5% and in the UK the FTSE100 gained 0.9%. 

What to watch today:

• Following the strong sessions in overseas markets, the Australian market is set to rise 0.6% at the open this morning, if you’re going by the SPI futures. 
• Watch the share price movements of James Hardie Industries (ASX:JHX) and SSR Mining (ASX:SSR), as both companies are set to release a quarterly report today.
• AGMs today include Bendigo and Adelaide Bank (ASX:BEN), Inghams Group (ASX:ING), Sims (ASX:SGM), and Lottery Corporation (ASX:TLC). 
• In commodities, oil is hovering at levels last seen in August, as investors weigh tight supply again a negative outlook for demand. The gold price has now steadied, following a 3% rally to 4-week highs in the previous session, after government officials backed rumours of China’s reopening. And iron ore has jumped 4.7% higher, rebounding from the three-year low of US$81.50 it hit on November 1st. Iron ore is now trading at US$89, amid hopes that China will transition away from its zero-COVID policy. So watch iron ore miners today like Champion Iron (ASX:CIA), BHP (ASX:BHP), Rio Tinto (ASX:RIO), Fortescue Metals (ASX:FMG) or Mineral Resources (ASX:MIN). 
• In economic data, today at 10:30am AEDT, Westpac will release its data on consumer confidence for November and NAB will release its data on business confidence for October. 

Trading Ideas:

• Bell Potter maintain a buy rating on United Malt Group (ASX:UMG) and have lowered their price target to $3.90. At its current share price of $3.10, this implies 25.8% share price growth in a year. 
• Bell Potter also maintain a buy rating on EROAD (ASX:ERD) and lowered their price target to $2.50. At its current share price of $1.20, this implies over 100% share price growth in a year.

One of the loudest messages from the Chinese Communist Party is that it has delivered wealth to citizens by creating an environment in which the economy grows and thrives. However, as a result of the zero-Covid policy and other factors, the economy has hit the buffers. Gross domestic product rose just 0.4% year-on-year in the second quarter of 2022 missing expectations and suggesting a recession could be on the way in parts of China such as Hong Kong and Shanghai. In this podcast, Paul Hodges from New Normal Consulting considers China’s economic outlook with host, Duncan Bartlett.

Twenty percent of China’s international trade flows through Shanghai, so when the port was hit by a lockdown at the start of April 2022, the repercussions quickly rippled across the globe. Companies such as Apple, Tesla, Adidas and Este Lauder all warned of disruption to their supply chains and the likelihood of higher costs for consumers. The enforced period of isolation has been a worrying time for Shanghai’s 25 million residents. In this week’s podcast, Frank Tsai - who’s been confined to his apartment in Shanghai for many weeks - speaks to presenter Duncan Bartlett about his experiences and considers the economic implications of China’s so-called “zero-Covid” approach. Frank Tsai is the founder of China Crossroads.   

China In Context: Episode 65 
Broadcast date: 17 May, 2022

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O Zero-COVID i lockdownie w Szanghaju powiedzieliśmy już sporo. Czuliśmy jednak pewien niedosyt widząc skalę niezrozumienia i zdziwienia wobec tego co ma miejsce w największym mieście Chin. W tym odcinku postanowiliśmy więc zrobić krok wstecz i spojrzeć na politykę Zero-COVID w szerszym kontekście. Od szczegółu do ogółu. Poruszamy obszerny zakres tematów: chińskie teorie spiskowe, medycynę tradycyjną, rolę komitetów osiedlowych, prawo i dynamikę kampanii anty-covidowej. Wszystkie one mają jednak wspólny mianownik i pomagają odpowiedzieć na pytanie, które stawiamy w tytule tego odcinka.

Spis treści:

(0:00) Wstęp 

(1:58) Teorie spiskowe w Chinach

(16:13) COVID-19 a chińska medycyna tradycyjna

(24:32) Czemu KPCh trzyma się Zero-COVID

(32:57) Rola komitetów osiedlowych

(47:27) Zero-COVID a prawo

(1:00:05) Zero-COVID a społeczeństwo 

Napisz do nas na: kontakt@maopowiedziane.pl 

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Końca lockdownu w Szanghaju nie widać. W niektórych przypadkach mieszkańcy miasta pozostają w domowej izolacji już dwa miesiące. Oczywistym pytaniem jest więc: czy wśród Szanghajczyków nie budzi się opór? W dominujących na Zachodzie narracjach kwestia ta przedstawiana jest bardzo dychotomicznie: ludzie przyjmują wszystko bez mrugnięcia okiem, albo z drugiej strony, ich rozczarowanie i gniew sięgnął zenitu, za którym znajduje się już tylko bunt. Jak wygląda ta kwestia w naszych oczach? Czy stosunek wobec Zero-COVID się zmienia? Wobec kogo kierowana jest frustracja? Powyższe i pokrewne tematy poruszamy w tym odcinku podcastu Mao Powiedziane.

Spis treści:

(0:00) Wstęp – update dotyczący sytuacji w Szanghaju

(9:39) Co przeszkadza ludziom w lockdownie

(22:13) Wobec kogo kierowane są pretensje

(27:30) Czy i jak wyraża się bezradność i gniew Szanghajczyków

(52:37) Sprzeciw w internecie

(1:09:31) Konsekwencje dla Chin i Szanghaju

Napisz do nas na: kontakt@maopowiedziane.pl 

Our guest in this week's episode is Dawn Tiura, president and CEO of SIG (Sourcing Industry Group), a membership organization of companies involved in sourcing raw materials and finished goods. She discusses the impacts of China's Zero-Covid policy of locking down major cities to slow the spread of Covid. The latest example is Shanghai, China's most populous city. Unfortunately, the lockdowns are not really stopping Covid from spreading and they cause major disruptions to lives and supply chains. Tiura shares how her member companies and others are dealing with bottlenecks and disruptions caused by the shutdowns.

New orders for truck trailers are on the rise for the first time in quite a while. Because of supply chain problems, companies looking to replace aging trailers or make additions to their fleets have seen few trailer  manufacturers taking on new orders. Is this a sign that things are getting better for the industry?

It's a fact that supply chain technology can improve operations, and now companies are proving it with their latest investments. A new study shows a healthy increase in the numbers of companies making investments to digitalize their operations and reaping solid benefits as a result.

 DC Velocity's sister publication CSCMP's Supply Chain Quarterly  offers a new podcast series called Supply Chain in the Fast Lane.  Co-produced with the Council of Supply Chain Management Professionals, this series first focuses on an eight-part look at the State of Logistics. Go to your favorite podcast platform to subscribe.


Articles and resources mentioned in this episode:

• SIG
• Freight industry drives hot demand for trailers as capacity stays tight
• Consumer spending just keeps chugging in March, NRF finds
• Report shows supply chain tech investments are on the rise
• Visit DCVelocity.com for the latest news. 
• Visit Supply Chain Quarterly
• Listen to Supply Chain Quarterly's Top 10 Supply Chain Threats podcast
• Listen to CSCMP and Supply Chain Quarterly's Supply Chain in the Fast Lane podcast
• Send feedback about this podcast to podcast@dcvelocity.com.

Podcast sponsored by: Aptean

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• Top 10 Supply Chain Management Podcasts

China's leaders have revealed that they are worried about a number of threats to economic growth, some of them quite serious. Premier Li Keqiang adopted a downbeat tone in a recent speech, expressing his concern at a "complex and grim domestic and international environment" and acknowledging "new downward pressure on the economy". A key concern is a sharp slowdown in the property sector. There are also ongoing costs associated with the pandemic, as China takes a zero-tolerance approach to Covid-19. In this podcast, Tommy Wu from Oxford Economics in Hong Kong offers his expert analysis on the risks facing China. The podcast is hosted by Duncan Bartlett, Editor of Asian Affairs magazine.   

China In Context: Episode 54 
Broadcast date: 1st March, 2022

For those hoping the coronavirus pandemic was under control in Asia, the summer has been a nasty shock. A resurgence of Covid-19 across Malaysia, Thailand, Myanmar, Indonesia and elsewhere, mainly associated with the spread of the Delta variant, has put paid to the idea the region was nearing the end of the health crisis. 

Even in countries like China, where the virus seems to have been restrained, the way forward is not clear. Almost two years into the pandemic, as economies reel and populations chafe under continuing restrictions, questions are mounting over how sustainable a hardline approach may be.

Joining us to discuss the current state of play in the region are Yanzhong Huang, senior fellow for global health at the Council on Foreign Relations; and Peter Mumford, a political risk analyst who is now the practice head for South East and South Asia at Eurasia Group in Singapore.

As usual you can find more information at our website, asiamatterspod.com