Erik Lundh

Senior Economist

The Conference Board


Erik Lundh is a senior economist at The Conference Board. Based in New York, he is responsible for much of the organization’s work on the US and Chinese economies. He also conducts research on geoeconomics, international trade, and global value chains. Lundh previously worked for Evercore ISI where he spent five years generating top-down research on China for institutional investors. Earlier in his career, Lundh was an economic analyst at the US-China Economic & Security Review Commission and spent several years working at the Overseas Private Investment Corporation and the US-Taiwan Business Council. He earned his BA in economics and international relations at the University of California, San Diego and his MBA from Thunderbird. He has lived, worked, and studied throughout the Asia Pacific, Africa, and Europe.


Factory closures, import restrictions and export bans in the wake of COVID-19 have fractured supply chains the world over, adding pressure for diversification or reshoring. Yet, these are two distinct options and neither is easy to implement, especially at a time when many firms are focused mainly on the demand picture.

July 16, 2020