Tag Archives: IMA Asia

Asia: Upward Wage Pressure

There’s an atmosphere of uncertainty, even gloom, about employment in the US. The seasonally adjusted unemployment rate in California for September 2010 was  12.4% and there’s no immediate sign of improvement. So the document that landed in my email box … Continue reading

Posted in Asia, Doing Business in India, Economy | Tagged , , , | 1 Comment

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

Posted in Asia, Economy, General | Tagged , , | Leave a comment

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

Posted in Asia, Doing Business in India, Economy, General | Tagged , , , , , , | Leave a comment

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

Posted in Asia, Economy, General | Tagged , , , | 1 Comment

Tragedy in Indonesia

Tragedies and disasters in the headlines are worrisome enough – but they really hit home when there’s even the smallest connection, like having stayed at the hotel, or flown that airline. When you know people there – even friends of … Continue reading

Posted in Uncategorized | Tagged , , , | Leave a comment

China's still growing

A recent meeting and paper from IMA Asia came to the conclusion that China’s still growing nicely. There’s a slump in export demand, it’s true; and the export-oriented sector is not doing that well. But what drives China’s economy is … Continue reading

Posted in Asia, Doing Business in India, Economy | Tagged , , , | Leave a comment

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

Posted in Uncategorized | Tagged , , , | 1 Comment