Wenting Shen usually travels to China annually as part of her job as an analyst and portfolio manager at investment company Harding Loevner, but the country’s strict “COVID Zero” policies and this year’s Winter Olympics in Beijing made it almost impossible to book a flight.
Finally, she found one ticket available “and I just jumped on it.” What followed was a journey through a labyrinth of restrictions that included two separate 14-day periods of isolation in hotel rooms before she was able to get out and visit the companies she covers.
Shen joined the “What Goes Up” podcast to discuss the adventure and share what she’s learned about how China’s economy and corporations have changed because of COVID-19 and the trade war. Below are condensed and lightly edited highlights of the conversation.
