So that's why you run this thread... JUST KIDDING!
N ot getting much from the ‘China hands’ I follow but...
My impression is that China has gone back to work with people who weren’t in infected areas. Migrant workers from those areas will finish quarantine next week and go back to work.
Meanwhile production is at about 30%- a good start. (Though smaller companies may not be doing that well, even.
China has strict rules about those back to work now. Very strict.
https://twitter.com/xuanzhuo85/status/1232278906373378049
In concliusion: China may be quickly going back in production if outbreaks are contained. Both this week and next.
Lot to be cleared up like containers, but it would be very bullish.
OTOH, if there are outbreaks or a second wave- just the opposite.
Especially since it seems China has already done all it can financially.