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Date Joined Nov 2004
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Posted 12/7/2009 3:02 PM (GMT +8)

Please see our latest Five Corners - Asia, in which we look at the role China is playing in the recent surge in lumber prices, consider where Hong Kong's already buoyant asset market might go if credit creation is added to the equation, and note that Beijing appears to be getting increasingly nervous about speculative capital inflows. In this edition we also assess the impact of the Australian rate hikes on consumption, consider whether underperforming Malaysia will begin to benefit from investor rotation (if nothing else), and ask whether interest-rate arbitrage is one of the forces behind strong Indian remittances.

This is the link of the published research.

Five Corners - Asia, Vol. 1, Issue 15

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