Andrew Milligan
Andrew Milligan
amazing indian jumping market momentum move people wanting
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.
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.
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.
affects allowing aspects changes china clothing export filtering noticeable rules seeing series textile
One of the most noticeable aspects of 2005 was the series of changes to world textile rules allowing China to export more clothing and footwear. We're still seeing the affects of that filtering through.
action chairman concluded expect fed further slowing terms
The chairman concluded that there is more to do in terms of slowing activity. We expect some further Fed action into the summer.
euro ken period views word
The establishment in the widest sense of the word has had to reassess its views on the euro over a period of years and Ken Clarke is in the rearguard of that.
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.