Daily FNArena News - International

Morgan Stanley’s Stephen Roach has returned from a fourth trip to India in the past three years more confident its growth story is moving into full swing thanks to moves to address its challenges.

The innovative thinkers at GaveKal research can’t see any change from 10% growth and subsequent demand coming out of China in the current year.

Macquarie suggests Asia is entering a reflationary cycle, so those nations with more policy options should be best able to benefit from the expected strength in currencies throughout the region.

Domestic Consumption in Japan slumped in the third quarter but Macquarie tips a recovery in the three months to December, an outcome that would support higher interest rates.

Macquarie seeks to explode a few myths surrounding the state of China’s economy.

A raft of measures is intended to deliberately slow the Chinese economy, and improve its quality.

CLSA’s monthly manufacturing survey in China saw activity soaring to a four month high, with inflationary pressures picking up as well.

China’s retail sales were up but industrial output down in October, the data supporting the view the economy will slow but a soft landing will be achieved.

With kind permission from Tim Price, FN Arena publishes his column on BRICs. Recommended by your editor.

Morgan Stanley suggests the latest comments from BoJ Governor Fukui suggest a more forward looking approach to interest rates, with the goal of a more stable environment for the economy.