Mon Apr 27, 2009 15:00 GMT |
An age-old and overused proverb goes something as follows: ‘when the US sneezes, Mexico catches a cold’ – a reference usually labelled at the Latin American country’s inexorable commercial linkages to its northern neighbour. Well, this time it could be (quite literally) the other way around, with the US declaring a state of public health… [Read more]
Tags: Hong Kong, mexico, outbreak, SARS, Swine flu, US, virus
Posted in: Equities, General, Geopolitics, Latin America, Political Risk, US
Mon Apr 27, 2009 10:35 GMT |
With Q1 2009 GDP data emerging, many people are asking, ‘is this the bottom of the current recession?’ My point of view is that if Q1 2009 is not the bottom, then H1 2009 (i.e. the first half of 2009) probably is. In this regard, there have been some encouraging signs in Asia. The pace… [Read more]
Tags: Asia, bottom, China, double-dip recession, Economy, GDP data, recovery, South Korea, Swine flu, trough
Posted in: Asia, China, General, Inflation/Deflation, US