Some thoughts on the Macro Trends ...
---
Geopolitics and globalisation
COVID-19 will probably accelerate the deterioration in US political hegemony and power being shared across more countries, including China.
"Peak globalisation, the Splinternet tech war and now the diverging responses of the US and China to COVID-19 have highlighted the growing split in governance opinions across the globe,"
"Furthermore, combined with the declining influence of OPEC (the Organisation of the Petroleum Exporting Countries) owing to the continued rise of renewables, this could result in some of the largest shifts in power ever seen in modern economic history."
The economic ascent of China, and the decline of manufacturing in the United States and Europe since 1990, had already seen a rise in anti-globalisation sentiment before COVID-19.
In the post-coronavirus world, there could be a major realigning of global supply chains as western powers bring more manufacturing onshore.
"It is likely to drive a much faster-than-expected shift in manufacturing away from China," they say.
"Increased focus on sustainability, social impact and climate change should also accelerate deglobalisation."
Some analysts warned of the economic impacts of a pandemic like COVID-19. Here'''s what they think might happen next - ABC News
Please add what you've read/observed