With just in time being all the rage, when were the supply lines cut and when should actual effects be felt?
Already being felt.
https://fortune.com/2020/02/21/fortune-1000-coronavirus-china-supply-chain-impact/
LG and Samsung have shut down some of their operations as well. Those impacts will likely increase as the virus spreads in SK.
etc.
Lots of articles out there. It isn’t ‘hype to get trump’, it’s economic reality.
The market responds to economic conditions.
Products to sell, profit to make, market goes up.
No products to sell, no profit to make, market turns down.
One question that hasn’t been asked extensively is this. How many ‘critical people’ has China lost to this. Either dead, or acutely ill. Or just chronically ill for months? How will they restart lines if more than a few of those people are out? How long to retrain replacements? And do you want to buy those first things off that line?