Q2 Asia Forecast Update
Strategies for a Weaker & More Divided World
Asian markets are likely to divide on two characteristics in 2019: the strength of local demand and their capacity to contain risks. The challenges are growing, as global demand weakens and geopolitical tensions rise. That will challenge operating strategies as much as growth plans. In our prior updates, we outlined the case for sustained local demand growth in emerging Asia as well as sufficient risk mitigation. At the Q2 update, we’ll review that optimism in the wake of a string of key elections, sliding global growth indicators, and a deterioration in US-China relations. Our debate will focus on the potential to realign strategy to changing demand patterns, while also coping with the fallout from the US-China dispute.