The economy is improving and there is a case building for the central bank to hike rates. We will look to short the bonds on price rallies.
More Quotes from Irene Cheung:
China is now a more important trading partner than Japan.Irene Cheung
The Japanese yen will become less of a driver for Asian foreign exchange and the influence of the yuan will grow.
Irene Cheung
I see more interest rate hikes and this will dampen domestic consumption. Also, the coming 50 percent increase in fuel prices will have a major impact on inflation.
Irene Cheung
From March, the year-on-year inflation rate will probably come off quite substantially.
Irene Cheung
For North Asia, Korea is the prime candidate to see consumption-led demand in 2006, given the turnaround of domestic spending.
Irene Cheung
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