Asian economies are in better shape, so it's more than possible that Asian central banks will allow further gains. |
China is now a more important trading partner than Japan. |
For North Asia, Korea is the prime candidate to see consumption-led demand in 2006, given the turnaround of domestic spending. |
From March, the year-on-year inflation rate will probably come off quite substantially. |
I see more interest rate hikes and this will dampen domestic consumption. Also, the coming 50 percent increase in fuel prices will have a major impact on inflation. |
If we see uncertainty easing, we expect investment to come back. It would be a boost to the economy. |
It's a positive story for Asian currencies, especially with these kinds of statements. |
The economy is improving and there is a case building for the central bank to hike rates. We will look to short the bonds on price rallies. |
The Japanese yen will become less of a driver for Asian foreign exchange and the influence of the yuan will grow. |
This will be the sovereign benchmark for Singapore. This is a high-grade issue and there will be solid demand for the bonds. |