Emerging markets will suffer most from stimulus spending by the US and elsewhere, and China’s money supply is even greater than America's, says the founder of Asianomics.
Tag : stimulus
And deflation would reduce the value of inflation-linked assets, making them an attractive play, says the firm's chairman, Robert Arnott. But he's more concerned about record-high US debt levels.
Long-term, Western Asset Management is bullish on emerging markets, but currently the firm is overweight developed-market corporates.
Beware of asset price bubbles and a spike in non-performing loans, says RBC Capital Market's Brian Jackson.
Andrew Yee of Standard Chartered IL&FS Infrastructure Growth Fund talks about Asian infrastructure post the credit crisis.
Moody's Economy.com economist Sherman Chan expects sentiment to tumble if the nine-day National People's Congress meeting doesn't produce new plans to prop up the economy.