Thursday, April 5, 2007

Week Ahead

China - We expect the Chinese government may introduce more policy measures to shrink trade surplus, but it will take a while to set in.

India - Similar to trends in recent months, we expect industrial production growth to remain in the double-digit range.

Korea - Steady job growth likely to continue.

Malaysia - The export number suggests a further consolidation of the industrial production trend.

Philippines - Export growth in February may correct to 12% yoy, following slower electronic exports.

Singapore - 1Q07 GDP flash estimate will likely come in at about 6%, as manufacturing holds up despite tech slump.

Taiwan - Exports likely continued to decelerate in March on weak tech demand, while imports likely bounced back on rising energy imports.