Just as the pandemic years of 2020 and 2021 brought historic volatility, from the steepest global downturn on record to the strongest rebounds, 2022 has also been remarkably turbulent, with multiple idiosyncratic shocks including supply and demand imbalances, persistent waves of covid-19, and the war in Ukraine.
What will 2023 bring?
With many central banks likely to remain on a monetary tightening course, a substantial rise in borrowing costs will suppress consumer activity as well as business costs. Have we finally reached the inflationary peak? And how will currency markets react to the pause in Fed hikes? Meanwhile, geopolitical risk is mounting against the drumbeat of self-sufficiency and protectionism. What will a bifurcated world with parallel supply chains look like? Will China's exit from zero-covid shift the balance of power back to Beijing? Further exacerbating economic stability, dwindling private sector savings will put the resiliency of emerging economies to the test as growth looks to remain well below pre-pandemic trends. Where are the new growth markets? And how will they fare against the continued tightening of global finances and weaker global growth?
We invite you to join us at this critical juncture for our March Regional Strategic Forecast. This flagship programme convenes twice a year to explore how companies can become more resilient in the face of risk and navigate emerging challenges to global business.
In this programme, we will:
- Present our latest analysis of the global and Asian economies,
- Address the question of whether inflation has peaked and the consequences of a pause in Fed hikes,
- Consider which emerging economies exhibit the most potential for consumer growth and which are on the wane,
- Explore changes in the global trade landscape and their implications for business, and
- Share perspectives on addressing current business challenges
Breakfast will be served
Dress code: business attire