Macro Strategy: 'Three Asias' Revisited

BMI View: Back in May 2009, BMI suggested that the story of 'Three Asias' - that of China and India, the domestic demand-driven economies and the trade-dependent states - would dictate the pace and virility with which the region would recover from the global downturn. Almost a year on, we revisit this macro theme and assess whether it is still relevant in emerging Asia's post-crisis landscape.

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