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Isolate China – the coronavirus makes Trump’s dream come true
The coronavirus is a negative demand shock (Chinese consumers have been confined to their homes), which is likely to result in a sharp fall in GDP growth in Q1, especially in Asia, followed by a strong rebound in the next six months. This is the most common assumption and in our view the most reasonable. The shock also disrupts supply. As China plays a key role in the global value chain, it is to be feared that global industry might suffer, just as the sector seemed to be on the ...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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