Global Emerging Markets Quarterly - 4Q 2010
| 18 January 2011 |
Will inflation driven policy tightening derail Asian equities ? In sharp contrast to the slow growth and fiscal strain that characterises the developed world’s economic recovery, Asia finds itself in a full-blown reflationary upswing. Excessive liquidity, imported inflation and strong capital flows are likely to continue to be the hallmarks of the regional expansion for the foreseeable future and a generalised tightening of monetary policies is now underway. |
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