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Independent Insight Provider

Stewart Paterson

Macroeconomics

<p>Coming out of the Global Financial crisis investors took solace in the fact that Asian balance sheets were in good shape. The potential to re-balance economies in the region towards consumption was an over-riding investment theme. Whole fund management companies, and very successful ones too, were built around the Asian consumption theme. </p><p>Demographics make a consumption boom in Japan hard to engineer and within the rest of Asia, China alone has sufficient size to, in isolation, make an impact on…</p>

Coming out of the Global Financial crisis investors took solace in the fact that Asian balance sheets were in good shape. The potential to re-balance economies in the region towards consumption was an over-riding investment theme. Whole fund management companies, and very successful ones too, were built around the Asian consumption theme. Demographics make a consumption boom in Japan hard to engineer and within the rest of Asia, China alone has sufficient size to, in isolation, make an impact on…

Money Matters: Debt and The Asian Consumer - China.