2020: A new year, a new decade, so what lies ahead? In this episode of the McKinsey on China podcast, Nick Leung chats with Gordon Orr and Jonathan Woetzel about what’s driving the economy—and what’s not.

The Chinese consumer continues to power economic growth. Any potential increases in exports from the recently concluded trade deal with the US, however, will not. This podcast also covers China’s emerging role as a leader in smart manufacturing, technology decoupling between China and the US, and how China could become an exporter of climate mitigation solutions.

Jonathan Woetzel is a senior partner and director of the McKinsey Global Institute in Asia. Gordon Orr is the former Asia Chairman of McKinsey and is now a senior advisor to McKinsey. Nick Leung is Chairman of McKinsey’s Greater China region.