The Road Back from COVID-19: China's Experience - The Read Across for the U.S.
April 28, 2020
On April 24, Morgan Stanley hosted a call with their China and U.S. economists, and consumer sector analysts, focusing on China’s experience post the relaxation of social distancing measures and the read-across for the U.S. Some of the questions addressed on the call:
- How has China consumer spending patterns evolved since the outbreak?
- When will the U.S. economy bottom out?
- What is the outlook for the Chinese consumer?
- What is the outlook for the U.S. consumer? Will there be structural changes in consumer behavior post COVID-19?
To review the notes and key takeaways from the call, click here.
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