Theme #1: Asia’s economies to outperform globally led by China
Theme #2: Currency appreciation will be more evident as central banks need to tighten monetary conditions
Theme #3: Rising inflation will prompt central banks to hike ahead of the Fed, but tightening will be gradual for fear of threatening growth and catalyzing unwelcome capital inflows
Theme #4: Regulatory risk to temper asset prices and capital flows will rise, but we do not expect punitive capital controls
Download Citi Research’s Asia Macro and Strategy Outlook: Prospects for 2010
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