Jonathan Fenby Still Sees a V-Shaped Recovery for China

The transcript discusses the potential underestimation of the severity of a situation in China, focusing on data reliability and the incubation period. It highlights the impact on workers returning to factories under quarantine and explores the economic implications, including potential growth reduction and recovery scenarios. The discussion suggests a V-shaped recovery with stimulus efforts, aiming for normalization in manufacturing by the second quarter's end.

Discuss the expected recovery shape according to TS Lombard.

What are the potential long-term effects of the current market conditions on manufacturing?