Lockdowns in China, slowing economic growth, and ongoing supply chain bottlenecks.

China has been at the forefront of investor conversations for years, but is it still investable?

We are in a perfect storm situation. years, but is it still investable?

We are in a perfect storm situation

where we have a number of economic and regulation

have winds all going against the market at the same time.

I'm Allison Nathan and this is exchanges at Coleman Sachs. Against a challenging macroeconomic backdrop, investors are re-evaluating their exposure to China.

To help us understand the outlook for China's economy and markets,

I'm sitting down with two of my colleagues in Goldman Sachs research, Wei Shan,

our chief China economist and Kindger Lau, Chief Equity Strategist in macro research.

Hui, Kincher, thanks so much for joining us.

Good to be here.

That's Edison.

China is our topic for this episode

because it's facing multiple headwinds. We have COVID

lockdowns, property sector worries, geopolitical tensions, just to name a few. The

lockdowns in my mind are front and center just because they have the potential to

significantly slow economic growth in the country and prolong the supply chain

disruptions that remain very much in focus.

So let's start there, Hwe,

what's your read on the lockdown situation

and the risks around it right now?

...