As China returns to work from lockdown ahead of us, it will be interesting to see what measures it takes and assess whether those measures firstly work, and secondly and as importantly, would work in the UK.  

If what we see in China is to be replicated, expect logistics, healthcare, tech and telecoms to boom and retail and leisure to struggle. My view is that recovery will be U- shaped as opposed to V-shaped for so long as the dark cloud of a potential second wave of the virus looms over us.   

Whilst I have no doubt the economy will return strong and invigorated, the obvious unknown is the length of time that the healing process will take.