Q2 China Forecast Update

Operating in a World of Rising Divisions

For a year it has been clear that countries that did well in suppressing COVID-19, supporting their economies, and vaccinating their citizens would have quick recoveries.  Excelling in two out of the three tasks was sufficient.  Equally, it has been clear that countries that did poorly at two or more of these tasks face would face weak recoveries with downside risk in both the short and long-term.  Adjusting strategy to this widening gap is one of the biggest challenges for corporate planning in 2021.  We’ll outline the key economic trends and their country implications in our Q2 forecast update before opening the session up to some challenging questions about market prioritisation and the ensuing changes to strategy.


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