Reopening the US economy will be slow, here's how it could work - Business Insider

While health experts have expressed doubt of America's readiness to "open up" the economy, it is pretty clear that elected representatives are putting the wheels in motion towards that end.The speed that states gear up to reopen will vary, but like it or not, the current stage of the economic shutdown will end in the not too distant future.When analyzing the economic effects of this shift towards opening there are three things to consider: the conditions under which the economy will open, how the inevitable recovery will look and, finally, identifying sectors of the economy that will return sooner than others. Because of all the time already committed developers may decide to go ahead with a project even if market conditions are weakening.Second, we'd look for manufacturing to revive as supply chains come back online. In short, I'd fade both the best case and worst case scenarios but start thinking about investment themes that could work in the quarters ahead: construction and manufacturing industries look like a good bet.This is an opinion column.