So here is a thread on what i expect.
The lockdown didn't last as long in other parts of China.
People will feel VICTORIOUS, There will be a rush of hormones and that actually results in euphoria and a sharp demand uptick for shopping/travel/experience etc.
There will be no euphoria & no sense of victory, hence people would prefer sitting on cash while getting back to only MUST DO activities of necessity.
The Millennials of the country that focused on "EXPERIENCE" will only continue with their wanderlust in Scenario A but with slightly less excitement and quantum.
That can be result an initial spike in demand of washing machines, dishwashers, vacuum cleaners.
But sustainable demand can only comes if Economic situation remains healthy.
Higher chances of 2 wheeler + though.
But, Physical Retail, Apparel Stores, Malls, Retail Chains will continue to see lower footfalls in Both Scenario A and Scenario B, Things going to be worse in Scenario B.
Till there is a threat, the Pent Up demand is not kicking in soon even if we ignore economic drubbing we are set to get.
END OF THREAD!