Asia
- Strong manufacturing sector growth underway
- Exports still very strong, exchange rates not a problem
- Domestic demand continues to strengthen
- Even Indonesia is growing, high oil price helps
- Key risk now is oil for those importers. Other concerns for Asia are more long-run
- Financial Reform
- Corporate Governance
- Reduction of debt-overhang
- Economic restructuring, end of Chaebols and Keiretsus?