"The China 5" remains one of key thematic calls for 2010 and at this time we alert readers that China is reasserting its influence on these 5 lucky economies, not fading it.
Click on chart to enlarge, courtesy of Societe Generale.
Wednesday, April 21, 2010
China Pulls The Top 5 Import Horses
The economists at Societe Generale have nicknamed the capital exporters of Asia (Japan, South Korea and Taiwan) and world's bulk commodity exporters (Brazil and Australia) "The China 5". Today they write:
Click on chart to enlarge, courtesy of Societe Generale.
Click on chart to enlarge, courtesy of Societe Generale.
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