We believe the noise will remain constant, but the signalnoise ratio is clearly falling, as the macro economy continues to enter a recovery phase.
More Quotes from Adam Mesurier:
Over the next six months, we believe there will likely be confirmation that this recession is deeper than that of 1998.Adam Mesurier
Arroyo has been good for the economy. There's a bit of, 'What doesn't kill you makes you stronger,' in the Philippines.
Adam Mesurier
We would have preferred to see more on interest rates. This 'confidence' crisis has been caused by a sense that policy has been frozen by indecision.
Adam Mesurier
Arroyo continues to outmaneuver her political opposition. The various opposition factions were unable to gain any momentum.
Adam Mesurier
We think the case is building for Asia to become a more independent source of growth for the global economy.
Adam Mesurier
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