China – New Environment New Expectations

The continuing deterioration of global economic conditions has many observers wondering what is in store for China. How will China’s financial and non-financial sectors cope in 2009? What are the most important economic and financial factors we should continue to monitor? What risks and opportunities does the current environment portend for companies in China? In this report, George Nast, a partner in our Shanghai Office, Janamitra Devan, a Senior fellow with the McKinsey Global Institute, Santiago Campero, a Fellow with the same institute and I provide our perspective on China’s short-term macro-economic outlook and discuss its possible implications for companies. Given the unprecedented uncertainty in the global economic environment, this document represents our current, but evolving perspective.

Authors: Santiago Campero, Janamitra Devan, George Nast, Jonathan Woetzel

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