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Suffice to say, the notion that all Asian growth will be linear between 08' and 09' (implying a modest growth slowdown altogether versus the peak 2007 level) is plain silly.

Two questions on these estimates:

1. How much higher than reality will these 08' estimates look 6 months from now?
2. How much lower are the 09' numbers going to be revised as a result?

Inflation is finally consensus. Global Stagflation is not, yet...
KM

(click on table to manify)