IMA ASIA

Forecast

Asia Pacific, China, Forecast

Executive Insights on Asia’s Growth Outlook

Executive Insights on Asia’s Growth Outlook May 21, 2025 ‘Southeast Asia seems to be the exception to the gloomy global outlook. How disconnected are we from the global outlook, and for how long?’ ‘One reason for high growth in China is that many companies had a slow start in 2023. So, 2024 is in comparison to the weak, flat result at the start of 2023 due to COVID.’ ‘China being so huge and Southeast Asia and India being relatively small, factory diversification and Chinese foreign investment can have an exponential impact on the growth of these countries.’ ‘Our biggest concern in China is consumer confidence. The real estate and stock markets are impacting people. People in China can only invest in real estate and stocks; both are down.’ Southeast Asia and India stand out as bright spots for business, despite broader uncertainties in their key export markets. In China, despite concerns over real estate and stock markets, there has been an uptick in consumer spending, albeit from a low base following a sluggish 2023. The investment landscape is also evolving, with Chinese firms expanding their manufacturing overseas to extend their global reach while MNCs are building factories in Southeast Asia, India, and Mexico to reduce their reliance on China. Dive deeper.Log in for the full Forum Insight. Join the peer-group discussion at upcoming Forum events. LOG IN Not yet a member?Contact us to learn more. You might also find these insights valuable Asean Asia Pacific China Forecast Geopolitics Japan Leadership Market Strategy Team-Building Executive Insights on Asia’s Growth Outlook May 21, 2025/No Comments Executive Insights on Asia’s Growth Outlook May 21, 2025 ‘Southeast Asia seems to be the exception to the gloomy global… Read More Executive Insights on Geopolitical Risks in Asia May 21, 2025/No Comments Executive Insights on Geopolitical Risks in Asia May 21, 2025 As the prospect of a potential “Trump 2” presidency looms,… Read More Global Trade Dynamics: A New Era for MNC Strategy May 21, 2025/No Comments Global Trade Dynamics: A New Era for MNC Strategy May 21, 2025 ‘I predict 2024 will be the year of… Read More Load More End of Content.

China, Forecast, Market

Executive Insights on China’s Sales Outlook

Executive Insights on China’s Sales Outlook May 21, 2025 Our quarterly China Survey compiles insights from our members to provide invaluable benchmarking data to more than 1,500 executives across Asia Pacific. At the start of 2024, 84% of those surveyed anticipated improved sales compared to the previous year, and 73% expected higher profits. Reflecting on Q4 2023, 78% reported that ‘weak demand’ and 73% identified ‘local competition’ as critical factors that hurt profitability. Dive deeper.Log in for the latest China Survey and other Forum Insights. Join the peer-group discussion at upcoming Forum events. LOG IN Not yet a member?Contact us to learn more. You might also find these insights valuable Asean Asia Pacific China Forecast Geopolitics Japan Leadership Market Strategy Team-Building Executive Insights on China’s Sales Outlook May 21, 2025/No CommentsRead More Indonesia’s Promise: CEOs are confident but cautious May 21, 2025/No Comments Indonesia’s Promise: CEOs are confident but cautious May 21, 2025 ‘So long as they maintain political stability and reasonably good… Read More Executive Insights on Asia’s Growth Outlook May 21, 2025/No Comments Executive Insights on Asia’s Growth Outlook May 21, 2025 ‘Southeast Asia seems to be the exception to the gloomy global… Read More Load More End of Content.

China, Forecast, Market, Strategy

Is China Still Profitable?

Is China Still Profitable? October 28, 2023 In our Nov’23 forecast update in Shanghai our forum members will exchange views on profits and strategy for 2024. We support over 1,500 top executives in China and Asia Pacific, with regular debates on how to best build businesses in China. Contact us if you’d like to join sessions in Shanghai or our online debates. Our Q4’23 China forums survey finds 37% of MNCs expect 2023 profits to match or better 2022 Deepen your understanding & explore the implications for business and strategy in our latest Asia Brief. Log In to access our latest reports. LOG IN Not yet a member?Contact us to learn more. You might also find these insights valuable Asean Asia Pacific China Forecast Geopolitics Japan Leadership Market Strategy Team-Building Executive Insights on China’s Sales Outlook May 21, 2025/No Comments Executive Insights on China’s Sales Outlook May 21, 2025 Our quarterly China Survey compiles insights from our members to provide… Read More Indonesia’s Promise: CEOs are confident but cautious May 21, 2025/No Comments Indonesia’s Promise: CEOs are confident but cautious May 21, 2025 ‘So long as they maintain political stability and reasonably good… Read More Executive Insights on Asia’s Growth Outlook May 21, 2025/No Comments Executive Insights on Asia’s Growth Outlook May 21, 2025 ‘Southeast Asia seems to be the exception to the gloomy global… Read More Load More End of Content.

China, Forecast, Market

China’s Economic Pivot: From High-Speed to Sustainable Growth

China’s Economic Pivot: From High-Speed to Sustainable Growth July 31, 2023 China is undergoing a fundamental transition from high-speed growth into high-quality growth that is financially more sustainable. It means containing or reducing debt, pushing “common prosperity”, and being greener.’ ‘The decades of volume growth in China are over. Stimulus measures aimed at lifting sales volume have had a marginal impact. Beijing isn’t willing to unleash a big stimulus, as it delays consolidation.’ ‘China has overcapacity due to weak local and export demand. Producer prices could fall 5% this year and 5% next year. China is likely to export this deflation.’ China is shifting from its long-standing pattern of rapid growth to a focus on quality, sustainable development. This transition, driven by structural challenges like weak consumer spending, a housing market bubble, and falling export demand, seeks to create a more demand-driven economy with less dependence on debt. However, there are short-term obstacles, and a significant government stimulus is improbable due to existing oversupply issues. Instead, market consolidation and price adjustments are likely in the near future. Deepen your understanding & explore the implications for business and strategy in our latest Asia Brief. Log In to access our latest reports. LOG IN Not yet a member?Contact us to learn more. You might also find these insights valuable Asean Asia Pacific China Forecast Geopolitics Japan Leadership Market Strategy Team-Building China’s AI Evolution: Strategic Insights for Executives May 21, 2025/No Comments China’s AI Evolution: Strategic Insights for Executives May 21, 2025 ‘The requirements imposed on China’s AI products matter. They will… Read More Executive Insights on China’s Sales Outlook May 21, 2025/No Comments Executive Insights on China’s Sales Outlook May 21, 2025 Our quarterly China Survey compiles insights from our members to provide… Read More Indonesia’s Promise: CEOs are confident but cautious May 21, 2025/No Comments Indonesia’s Promise: CEOs are confident but cautious May 21, 2025 ‘So long as they maintain political stability and reasonably good… Read More Load More End of Content.

Scroll to Top