麦格理-亚太地区-宏观策略-活在COVID-19里：北亚重新上线，如何定位？-2020.3.23-85页

Pleaserefertopage83forimportantdisclosuresandanalystcertification,oronourwebsitewww.macquarie.com/research/disclosures.23March2020AsiaEQUITIESRestaurantsinShanghaireturntonormalInsideImplicationsforAsia–howtoposition2COVID19Test3FullMarqueelist6TopObservations:17COVIDImpactbySector19COVIDImpactbyCountry59AnalystsMacquarieCapitalLimitedJakeLynch+85239223583jake.lynch@macquarie.comDanielSchutte+85239225850daniel.schutte@macquarie.comDavidNg,CFA+85239221291david.ng@macquarie.comHanJoonKim+85239225926hanjoon.kim@macquarie.comLindaHuang,CFA+85239224068linda.huang@macquarie.comNicolasBaratte+85239225801nicolas.baratte@macquarie.comScottRussell,FIAA+85239223567scott.russell@macquarie.comDavidChing,CFA+85239221823david.ching@macquarie.comMacquarieCapitalLimited,TaiwanSecuritiesBranchCorinneJian,CFA+886227347522corinne.jian@macquarie.comLivingwithCOVID-19N.Asiacomingbackonline:wheretopositionKeypointsWithenormouseffort,China,alongwiththerestofNorthAsia,issteadilyreturningtosomethingapproachin