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More - Ben Simpfendorfer Quotes

Production growth is being driven by strong export demand and rising consumer spending at home. There will be some moderation in the fourth quarter because of slower investment growth and some temporary weakness in U.S. demand. - Ben Simpfendorfer Quotes

Production growth is being driven by strong export demand and rising consumer spending at home. There will be some moderation in the fourth quarter because of slower investment growth and some temporary weakness in U.S. demand.

Ben Simpfendorfer

With the big move in dollar/yen over, the fears of intervention has bubbled to the surface again and we may see a short squeeze in Asia. - Ben Simpfendorfer Quotes

With the big move in dollar/yen over, the fears of intervention has bubbled to the surface again and we may see a short squeeze in Asia.

Ben Simpfendorfer

But I think what is interesting is we have seen a modest transition towards manufacturing away from real estate investment. - Ben Simpfendorfer Quotes

But I think what is interesting is we have seen a modest transition towards manufacturing away from real estate investment.

Ben Simpfendorfer

We think the Disneyland factor was important, but obviously we have to wait until next month to confirm that. We should see arrivals bounce back in September. Nonetheless it will be a drag on second-quarter growth. - Ben Simpfendorfer Quotes

We think the Disneyland factor was important, but obviously we have to wait until next month to confirm that. We should see arrivals bounce back in September. Nonetheless it will be a drag on second-quarter growth.

Ben Simpfendorfer

The bottom line is we have a very strong growth profile at the moment, with no real signs of any softening in investment,

Ben Simpfendorfer

Bottom Line Signs

Momentum has been consolidated at quite a high level with strength coming mainly from mainland Chinese demand. This should be sustained through the first quarter of next year. - Ben Simpfendorfer Quotes

Momentum has been consolidated at quite a high level with strength coming mainly from mainland Chinese demand. This should be sustained through the first quarter of next year.

Ben Simpfendorfer

The narrowing trade surplus reflects some weakness in electronics exports and rising commodity imports but it's unlikely to be enough to relieve pressure from the U.S. in the short term. - Ben Simpfendorfer Quotes

The narrowing trade surplus reflects some weakness in electronics exports and rising commodity imports but it's unlikely to be enough to relieve pressure from the U.S. in the short term.

Ben Simpfendorfer

Consumption is still rising at a much slower pace than investment and people are still saving too much. Retail sales have been growing strongly in the cities but the government is trying to put more money into the pockets of rural areas which is where there's more potential for growth. - Ben Simpfendorfer Quotes

Consumption is still rising at a much slower pace than investment and people are still saving too much. Retail sales have been growing strongly in the cities but the government is trying to put more money into the pockets of rural areas which is where there's more potential for growth.

Ben Simpfendorfer

Money

Portfolio flows are very important for the Taiwan dollar. This support seems to have been removed and the Taiwan dollar is weakening. - Ben Simpfendorfer Quotes

Portfolio flows are very important for the Taiwan dollar. This support seems to have been removed and the Taiwan dollar is weakening.

Ben Simpfendorfer

There is some self-interest in Europe maintaining good relations with China. - Ben Simpfendorfer Quotes

There is some self-interest in Europe maintaining good relations with China.

Ben Simpfendorfer

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