China COVID Policy: Locks H1, Keys H2 [PODCAST]

Michael Edwards

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When handicapping how markets will perform during the second half of the year, there is perhaps no bigger X factor than China, both in terms of how the government will act to combat the omicron variant while trying to open up and in terms of how its government will seek to stimulate its economy.

On today’s episode, G3 has Weiss’s deputy CIO Mike Edwards on Green Marbles to help make sense of it all. You may want to take notes on this one and also take note of our disclosure at the end of the episode. And with that, welcome.


About: Consistent with its mission to invest in people, partnerships, and a purposeful future, Weiss Multi-Strategy Advisers launched a weekly podcast, In Search of Green Marbles, in November 2021. In each episode, Weiss leaders provide differentiated insights (i.e., green marbles) that aim to help institutional investors, financial advisors, and individuals identify actionable investment themes amidst the noise in today’s market environment. Primary topics of discussion include exponential innovation, the US-China relationship, longevity’s impact on financial markets, and the latest economic themes. Hosted by G3, featured guests include Weiss President and CIO Jordi Visser, Deputy CIO Mike Edwards, and Senior Vice President and Portfolio Manager Lundy Wright.
Please listen here and subscribe to In Search of Green Marbles wherever you get your podcasts.

  1. Chinese mRNA COVID booster stronger against Omicron than Sinovac shot -trial data
  2. China releases 33 new stimulus measures
  3. Xi heads to crucial party congress facing doubts

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