Subject: PRC and Domestic Investing
There are a growing number of reports that with the PRC's lockdown against its Virus ending, quarantining getting much lighter, and the relatively poor quality of the PRC's own vaccine, the Virus may be beginning to blow up in the government's face. We'll know more, empirically, over the next 90-ish days.
Assume it does. I'm curious what folks think what the impact of that, with its associated impact in the PRC economy, might be on our domestic economy and, in particular, on the effectiveness of our MI algorithms.
Eric Hines