I think it's very positive in the sense that ... potentially Japan is returning to a more normal business cycle, a more normal inflation situation.
More Quotes from Andrew Milligan:
Stocks do look well supported. (But) there are a large number of signals suggesting that markets have gone too far too fast (and) that investors are thinking about taking risk off the table.Andrew Milligan
On balance, we believe companies will continue to grow their earnings, while buoyant liquidity and improving business confidence will encourage investors to seek assets with potentially higher returns.
Andrew Milligan
The Indian market has had an amazing run, and people are very much jumping on to that momentum play and wanting to move with it.
Andrew Milligan
The composition of growth is becoming more important. The more it is orientated toward fixed-asset investment and exports, the more we are going to be seeing pressures for a revaluation and a potential trade disruption.
Andrew Milligan
The chairman concluded that there is more to do in terms of slowing activity. We expect some further Fed action into the summer.
Andrew Milligan
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