Tag Archives: Forecasts

Growth and inflation in Asia

IMA Asia‘s notes always provide a useful perspective, given that Asia is likely to be the region that will lead the world out of recession. What they’re saying now is that “2010 is set to be a bumpy, complex and … Continue reading

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China and India: The Megamarkets

Neither China nor India are easy to enter or operate in. Yet, global rebalancing may force companies to plunge in anyway, ready or not. It’s a tough decision. I’ve been working on an IMA Asia paper on these two hot-spots … Continue reading

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Global Recovery, Global Rebalancing

IMA Asia‘s revising its forecasts for economic growth. Its main scenario (with a 60% probability) is for a weak Asia-led recovery starting now, and edging up over the next three years. The more pessimistic forecast, (20% probability) is for a … Continue reading

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IMA Asia Economic Forecasts

The IMA Asia team is out touring the Asian region with their forecasting meetings, and sent me their notes on the subject. They are slowly becoming more optimistic. The positive political developments in India and an expected win for President … Continue reading

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