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雷达卡
While exports have lagged others’, consumption
growth has risen, buoyed by rising asset prices. A
more positive view on the US leads us to revise up
2010 growth and to expect at least 50bps or rate
hikes within 12 months.
Growth remains dependent on goods and services
trade between Asia and the G3 and therefore on
other economies’ performance. Near-term, gov’t
likely to struggle to deliver on promise to stabilize
property prices.
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