麦肯锡：2020年我们对中国有什么期望(11页).pdf

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1、What can we expect in China in 2020? December 2019 By Gordon Orr With domestic consumption powering economic growth, companies should consider stepping up their activities in 2020. Introduction 2019 in China brought together long running challenges, such as uncertainty over US-China tariff levels an

2、d ever more intrusive regulation of business in China, with a few unexpected ones as well: the crisis in Hong Kong and the flare up triggered by tweets from an NBA coach, to mention just two. Yet for many businesses, opportunities flourished throughout the year as Chinas economy grew roughly 6 perce

3、nt. And in multiple key industries, the governments commitment to global leadership started to pay dividends. 2020 will offer a similar mix of evolving, often worsening, challenges. Growing separation between the US and China in technology sectors seems inevitable. While some companies will evolve t

4、o remain relevant in both markets, others will choose to focus on one. In 2020 this separation may become broader, impacting financial markets much more directly. Chinas economic momentum will continue in 2020 with domestic consumption leading the way, selectively creating opportunities. If Chinas p

5、riority sectors match those of your business, 2020 will be a good year to step up as the taps of government funding remain open for now. US-China relations Multiple areas of growing separation between the US and Chinese economies predicted in last years note were largely realized investment flows, s

6、upply chain, data flows, people flows, technology procurement, standards. In all these areas, further separation will occur in 2020. One example, US government agencies, such as the National Institutes of Health and the Department of Energy, not just the Department of Defense, have been presenting U