China : supply chain disruption.
I am afraid that disruption in the world supply chain due to China crisis will be felt acutely in the next few months.
Was watching if production in China has resumed. All negative. No news, which means there aren't any good news, otherwise they would have loud mouthed it, and what ever news are there from indirect data shows a gloomy picture of everything still down today.
In the mean time electronics price has risen 60% in BD, garments are in short supply, and medicine supply in India will dry up by April.
The good news is that consumption has dropped sharply too, somewhat balancing the upcoming acute shortage.
This couldn't have come at a worse time. The world was already reeling from US-China trade war prior to it and facing recession.
Expect inflation to rise, and work opportunity to shrink in the next few months.