Passing along an update from our quarterly survey on China with feedback related to Covid, macro dynamics, and food delivery. Please let us know if you have any questions about the report.
Open Report:China Covid, Macro, and Food Delivery Update
Key Takeaways and Charts:
- Covid Concerns Continue To Gradually Ease
- Personal Finances and Sentiment Data Is Recovering, But Still Off Series Highs
- Sentiment related to US / China Relations Stabilized Q/Q, But Has Been Worsening In Quarters Prior
- Usage of food delivery apps has increased considerably over the past year.
