Consumer Sectors: Laying Out Our Preferences

Our macro theme of 'Three Asias' - a regional order of economic growth led by China and India, followed by domestic demand-driven economies, and lastly trade-dependent states - is expected to come to the fore again in 2011, after experiencing a disconnect in 2010. The 'Three Asias' hierarchy will not be as obviously divisive in the consumer space, however, and we address the mixed picture within each of the three tiers here.

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