Q4 China Forecast Update
China always aims to grow on plan and amending the plan is a gradual process. Yet more than in prior years, 2020 has prompted big changes to the plan. Many of those changes are likely to be tied to the rise of a “dual circulation” economy, a term first used in May and likely to the central of the 14th five year plan from 2021.
In our Q4 China Forecast session, we’ll start exploring just how wide the ramifications of this concept might be, as it will likely be used to justify many policy decisions that affect not just the economy but also corporate operations.
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