EAB White Paper - August 2009

EAB Market Comment: Sustaining Economic Growth in Asia and the Inflation-Deflation Debate


Is deleveraging in the West rebalancing growth in export-led Asian economies? What are the implications for sustained global economic growth in today’s post financial crisis world? This week we examine how a key element of the global economic relationship, that of Western debt-led demand being financed by savings growth in export-led Asian economies, is being rebalanced, and its implications. Our second article looks at the continuing inflation-deflation debate...


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