Q4 China Forecast Update

20 November - 8:00 am - 10:30 am
China CEO Forum - Shanghai, Four Seasons Hotel, 500 Wei Hai Road
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20 November - 11:30 am - 2:00 pm
China Management Forum - Shanghai, Four Seasons Hotel, 500 Wei Hai Road
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21 November - 8:00 am - 10:30 am
China CFO Forum - Shanghai, Four Seasons Hotel, 500 Wei Hai Road
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21 November - 11:30 am - 2:00 pm
Executive Team Support - Shanghai, Four Seasons Hotel, 500 Wei Hai Road
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Asia faces a tough 2019.  Export growth will halve from 2017 as global demand cools from the 2017 rebound. Financial market and currency volatility will stay high as the ECB ends quantitative easing and the US continues cranking up its interest rates. India and Indonesia both face key elections. On top of all of that, the US-China trade war might escalate.

How Asia fares will come down to three issues: political stability, economic resilience, and a capacity for local demand growth. Asia’s record is mostly good in all three areas, and we’ll focus our analysis on whether that can continue in 2019. If it does, it means a big change in gears for markets as Asia’s massive export engines cools and local consumers, corporates, and governments partly fill the demand gap. Aligning business plans with that shift will be an important step to maintaining sales momentum. Richard Martin, our forecasting lead, will present the overview in each city.

In Shanghai, our China CEO Forum will look at the sudden urgency of picking a sustainable digital strategy in China for B2B as much as B2C. The China CFO Forum will look at M&A opportunities stemming from a battered stock market and some over leveraged entrepreneurs. In the China Management Forum, we’ll be joined by John Pabon of Fulcrum Strategy to debate how to align strategy with China’s environmental regulation drive.

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