2 months later...
Shenzhen imposes a lockdown and Shanghai restricts nonessential travel as China’s new cases jump.
I guess the absence of suggestions means that it is way easier to predict a possible disruptive event than find a good way to hedge your portfolio
China is struggling to contain Omicron. This might cause major disruptions to supply chains globally. Does anyone have a sufficiently detailed model on what are the consequences of this and how it could be possible to hedge your portfolio?