Salient to Investors:

William Pesek writes:

  • I agree with Tom Holland at The South China Morning Post that China cannot both maintain 7 percent-plus growth rates and implement huge reforms.
  • Thailand has seen 18 coups in the past 60 years.
  • The whole reason for being bullish on Japan Inc. so far has been a weaker exchange rate, a stronger yen as the Fed starts to taper is a big worry, along with large Japanese businesses paring their projections for capital spending this fiscal year, signaling economic headwinds as a sales-tax hike looms in April.

Read the full article at http://www.bloomberg.com/news/2013-12-16/pesek-on-asia-china-s-balancing-act.html

Click here to receive free and immediate email alerts of the latest forecasts.

On December 16, 2013   /   China Economy, Japan Economy, Japan Stocks, Thailand Economy, William Pesek