Covid uncertainty in China getting expressed as market volatility: Steve Sosnick
“We are starting to see a lot of production move to other places and one of the stories for Indian investing over the coming years will be how India can benefit from this move away from China. But in the short term, this is problematic because it raises the problems that a lot of the world’s raw ingredients or a lot of the early stage and even later stage manufacturing is coming from one place.”
