China is struggling to contain Omicron. This might cause major disruptions to supply chains globally. Does anyone have a sufficiently detailed model on what are the consequences of this and how it could be possible to hedge your portfolio?
China is struggling to contain Omicron. This might cause major disruptions to supply chains globally. Does anyone have a sufficiently detailed model on what are the consequences of this and how it could be possible to hedge your portfolio?
2 months later... Shenzhen imposes a lockdown and Shanghai restricts nonessential travel as China’s new cases jump. I guess the absence of suggestions means that it is way easier to predict a possible disruptive event than find a good way to hedge your portfolio