I wanted to pass along a little scuttlebutt. The Chinese New Year holiday begins on February 11 and will continue until February 17. It is a commonplace for people working in China’s factories in its cities to return home to their villages to celebrate the new year.
What I’m hearing is that people are leaving early, fearful that their cities will be locked down in quarantine. Significant attribution after the New Year’s celebration is also a commonplace. I’m also hearing that higher than typical attrition is expected this year.