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• South Korea – Hurdles to a strong, sustainable consumption recovery

  Date: 9 November 2009
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...Consumption will be unable to drive Korea’s growth in the medium to...

• Thailand – Warm consumption, cold investment

  Date: 29 June 2009
  Author: Usara Wilaipich
  Region: South East Asia
  Categories: Economics
  

  Car and fuel sales growth is showing mild recovery in consumption Yet, business investment has been sluggish due to low capacity utilisation Job...

• US – Consumption is the 800 lb gorilla in the room

  Date: 10 December 2009
  Author: David Semmens, John Calverley
  Region: Americas
  Categories: Economics
  

  • Household income growth is turning up now as hours improve and payrolls stabilise • The household savings rate is probably the most important economic uncertainty for 2010 • We expect it to rise further due to reduced wealth, high unemployment and tight credit • Higher savings will keep consumer spending sluggish and therefore business cautious • If savings do not rise as we expect, GDP growth will be significantly higher

• Metals – Stimulating China’s demand

  Date: 27 March 2009
  Author: Judy Zhu
  Region: China, Global Overview
  Categories: Commodities
  

  ...demand will be a drag Overall, China’s copper, aluminium and zinc consumption will likely grow slowly in 2009, while steel consumption is still expected...

• China – The long march from cement to haircuts

  Date: 4 May 2010
  Author: Stephen Green
  Region: China
  Categories: Economics
  

  ...Investment drove growth in 2009-10, but consumption should finally grow faster in 2011-12, • Household consumption grew by some...

• Steel – China facts

  Date: 16 February 2009
  Author: Judy Zhu
  Region: China
  Categories: Commodities
  

  ...weak, indicating that the price rebound is vulnerable We forecast that real consumption will fall 2% y/y in 2009

• Indonesia – Breaking down domestic demand

  Date: 7 July 2009
  Author: Eric Sugandi
  Region: South East Asia
  

  Household consumption cushions the Indonesian economy against the global economic recession Slow disbursement of...

• Copper - Slower demand growth from China

  Date: 18 September 2008
  Author: Dan Smith, Helen Henton, Judy Zhu
  Region: China
  Categories: Commodities
  

  China’s consumption growth to fall to 7% in 2008 from 16.5% in 2007...

• China – Signs of bottoming on the commodities horizon

  Date: 7 April 2009
  Author: Judy Zhu
  Region: China
  Categories: Commodities
  

  ...on new orders from producers, indicating that demand is stepping up • Apparent consumption of copper, steel and zinc is recovering

• Asian retail sales still going strong

  Date: 24 June 2010
  Author: Alvin Liew, Brandon Loe, Callum Henderson, Nancy Fahim
  Region: Global Overview
  Categories: Fixed Income
  

  ...Both highly-populated and trade-oriented economies benefit from rise in Asian consumption • H2 uncertainty will further underscore the importance of Asian consumption demand • Stronger...