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)
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)
