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2021/08/06 / Erste Group Research

China fights Delta variant

Rising new infections with the Delta variant have been reported in China in recent days. Although a daily increase of less than 100 – out of a population of almost 1.4bn – seems very small, drastic travel restrictions have been put in place by local health authorities to immediately contain the virus.

China's zero covid policy makes it difficult to assess further containment measures and thus the impact on the economy. From the trade statistics, however, it is at least possible to estimate for which sectors there is the highest risk should there actually be a noticeable slowdown in China.

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General information

AuthorErste Group Research
Product nameWeek ahead
Topic in focusMacro/ Fixed income
Economy in focusEurozone, United States
Currency in focusEuro, US Dollar
Sector in focus-


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