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Choking on the medicine – Capital will likely flee from western markets bloated with stimulus funds but mired in a weak recovery to Asia’s relatively higher interest rates and surging growth.

February 2nd, 2010 · No Comments

Low interest rates and excess liquidity in Western economies could result in Asia’s markets falling prey to asset bubbles and speculation throughout the coming year, leading international and regional financial experts say.

Relatively high interest rates and plentiful opportunities will increasingly spur western investors to look to Asia. The International Monetary Fund forecast the region will have the world’s highest economic growth this year (8.4%) compared to the US (2.7%), Japan (1.4%) and the EU (1.0%), said Kobsak Pootrakul, an economist at the Bank of Thailand’s Monetary Policy Strategy Division.

“The US is not in a position to raise interest rates; there is a lot of liquidity in the system earning 0.25% interest, so investors will look to Asia,” he said, speaking to the Foreign Correspondent’s Club of Thailand. Read more…

Tags: Bangkok Post · economy · features · markets · Thailand

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