Goldman Sachs have been repeating that warning over the past couple of weeks.

GS add:

  • growth in China could remain weak over the next six months

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It does seem likely that growth in China will be higher than it would be if the country remained in the grip of rolling lockdowns. GS might need to chill a little.

Bloomberg (may be gated) with a brief piece outling some of Goldman Sachs' top ideas for next year,