The trifecta of Doomer YouTubers, Falun Gong media and pissed off Hong Kongers might not give the most nuanced view. But they seem to be pretty spot on at the moment since the Hang Seng has basically crashed. Wait...breaking news...
https://www.bloomberg.com/news/articles/2022-10-29/china-eases-strict-covid-rules-for-table-tennis-tournaments
These aren't particularly new threats though. Geopolitics and Xi's policies of covid zero and 'duel circulation' are why Uscom had to reset with the last raising.
Rob also seems to be looking for a positive spin since he's interviewing someone from Austrade soon... https://www.eventbrite.com.au/e/chinas-20th-npc-and-impacts-to-health-and-ageing-sectors-a-market-update-tickets-426954401107
