The Three Asias: A Macro And Market Outlook
At the height of the crisis, BMI suggested that a story of ‘Three Asias’ – that of China and India, the domestic demand-driven economies and the trade-dependent states – would dictate the pace and virility with which the region would recover from the global downturn. A year on, Justin Patrie asks Rahul Ghosh, Head of Asia Analysis, whether this macro theme is still relevant in emerging Asia’s post-crisis landscape, and what it means for country-specific asset allocation going forward.
