China: Coming out of COVID-19

Looking at the economic outlook for 2020 just a few months ago, there’s no doubt times have changed. Many investors are wondering how to navigate the supply and demand shocks derived from the coronavirus, and questioning, where do we go from here? In this article we focus on COVID-19 impact on China, and how this might trigger an acceleration in the adoption of products or behaviours that some long-term themes will benefit from.

China appears to have been successful in domestically containing the coronavirus. Overall, cases have declined, and economic activity is resuming. The government’s focus has now shifted away from containment towards economic normalisation.

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