Andrew Milligan
Andrew Milligan
assets believe buoyant business companies confidence continue encourage grow higher improving investors seek
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.
business inflation japan normal positive returning
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.
far fast gone investors large markets number risk signals stocks suggesting taking thinking
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.
becoming growth investment potential pressures seeing toward trade
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.
buyers felt oil stocks supply
We would still be buyers of oil stocks if we felt reassured that supply was going to be constrained in 2006, which we do.