Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, continues to expect about 8.5 percent GDP growth in 2012.
The number of luxury stores in China has nearly doubled over the past five years, according to estimates from brokerage CLSA Asia-Pacific Markets.
"I think it will be difficult for them to control the currency, " said Anthony Nafte, a senior economist at CLSA Asia-Pacific Markets in Hong Kong.
Cree shares are trading lower Monday morning after CLSA Asia-Pacific Markets analyst Mark Heller chopped his rating on the LED lighting to company to Underperform from Outperform.
FORBES: Cree Slumps As Analyst Advises Investors To Sell The Rally
Veeco shares are trading sharply lower Tuesday after CLSA Asia-Pacific Markets analyst Mark Heller cut his rating on the maker of LED manufacturing equipment to Sell form Underperform.
FORBES: Veeco: CLSA Cuts Rating To Sell; Shares Slide After Big Run
Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, believes there is a 75 percent probability that housing restrictions will be eased by the second quarter of 2012.
As Managing The Dragon (MTD) readers know, Andy Rothman is the China Macro Strategist for CLSA Asia-Pacific Markets and someone I look to regularly for common-sense, factual analyses of the Chinese economy.
"We expect Korea to move from a bear to a bull market this year the reverse of 2011, " Shaun Cochran, a market strategist at CLSA Asia-Pacific Markets, wrote in a note to clients.
Meanwhile, astute China analysts like Andy Rothman , the China Macro Strategist for CLSA Asia-Pacific Markets, continue to argue that China will grow at a faster rate of growth than that predicted by Premier Wen.
While Andy Rothman , China Macro Strategist for CLSA Asia-Pacific Markets, does not expect China to run a trade deficit for the full year, he does not expect the country to run a large trade surplus either.
Andy Rothman , the China Macro Strategist for CLSA Asia-Pacific Markets, believes that China is near the peak in food-price inflation and close to the peak in the overall rise in the Consumer Price Index for this cycle.
Andy is the China Macro Strategist for CLSA Asia-Pacific Markets and always seems to come through with fresh, common sense analyses of events in China that are based on his own extensive experience, combined with a healthy dose of empirical data.
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