China Goes Top As Risk/Reward Balance Spreads

In the Asia Pacific region, as elsewhere in the emerging world, we have witnessed the robust return of consumer demand as the global economic recovery has gained traction. Expansionary monetary and fiscal stimulus measures, many very consumer oriented in the Asia Pacific region, have helped reignite demand for non-essential food and beverages, while the effects of the hugely accommodative stimulus approach adopted by China and the US have also had a knock-on effect on consumer sentiment in the region, reigniting as it has, global trade and in turn manufacturing

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