There's a concept called 'revenge spending' coming out of Wuhan, be interesting to know what level of consumer goods are the outcome of this spending blip.
But I wouldn't be surprised if people in lockdown - who have jobs to go back to (and money built up over the months they haven't spent) - dont look at getting something nice and shiny once they're out... especially as there will likely be hesitancy around public transport.
We could see an increase in personal purchasing from countries coming out of lockdown.
Ann: Market Update, page-85
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