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Posted 8/3/2009 12:12 PM (GMT +8)

Please see our latest Five Corners – Asia, in which Louis argues that there is more behind China’s bull market than a wave of liquidity, that foreign participation remains weak, and that massive productivity gains facilitated by infrastructure spending may carry China’s growth story well into the future. Of course, like in many countries around the world, the past few years have been very hard on China’s private sector, while the public sector has found more support. However, Gavin argues that this should not be interpreted as a structural shift back toward the command economy of the 1970s. Lucy argues that the current HK$-US$ peg is unlikely to go anytime soon, and instead will continue to fuel the current surge in Hong Kong asset prices. Finally, Stephanie explains why the RBI is unlikely to tighten its monetary policies, despite the weak monsoon season and the rising threat of food price inflation.

This is the link of the published research.

Five Corners Asia - Vol. 1, Issue 6

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