Crouching tiger, hidden dragon

Sentiment regarding the Chinese economy had softened in the past couple of months as rising inflation and potential asset bubbles prompt heightened investor concerns.

Matthew Sherwood, Perpetual’s Head of Investment Market Research examines these concerns and finds that the outlook for the Asian and Australian economies and sharemarket in 2010 is strong (albeit with higher risk) and although the US economic recovery is forecast to be one of the weakest in history, investors still expect a typical earnings recovery, which seems unlikely. 

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