Irene Cheung
Irene Cheung
candidate demand domestic given korea north prime turnaround
For North Asia, Korea is the prime candidate to see consumption-led demand in 2006, given the turnaround of domestic spending.
boost expect investment
If we see uncertainty easing, we expect investment to come back. It would be a boost to the economy.
bank bonds building case central economy hike improving price short
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.