“The first half of the year will be solid as the momentum we have seen in the last two quarters will carry growth over to the first half of 2006.”
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“Inflation is still a real and present threat to the economy.”
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“If China wants to fend off political pressure, it would have to say it wants a more significant yuan appreciation.”
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“There is sufficient strength in the economy to take growth to at least five percent this year.”
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“This is the start of a hiking cycle. A series of small hikes will follow until inflation falls below 3%.”
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“What the alleged coup failed to do, in terms of weakening the peso, the president managed to. Clearly, this is detrimental to foreign sentiment.”
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“Clearly this is detrimental to foreign sentiment.”
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“Inflation is still higher than nominal interest rates, and this is a clear sign that monetary conditions are highly accommodative in Malaysia and the need for interest rates to return to a neutral level.”
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“It should not be introduced at high levels, where it will shock the economy. Instead, the GST should be gradually eased in and the list of taxable goods expanded over time.”
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“These indicators tend to have a lead-lag of three to six months. We still may have sufficient strength in exports in the first quarter and even into the second.”
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