Citi-110121-Asia Macro and Strategy Outlook
Citi Key Economic Forecasts 3
Macro Overview 4
Inflation Risks –Policy and Market Implications 4
Commodity price pressures leading the headline higher 4
Asian Currencies & Interest Rate Forecasts 16
Country Section 17
China 18
Hong Kong 22
India 26
Indonesia 30
Malaysia 34
Pakistan 38
Philippines 42
Singapore 46
South Korea 50
Sri Lanka 54
Taiwan 58
Thailand 62
Vietnam 66
Appendix: Sovereign Risk Ratings Summary 70
Global Assumptions 71
Recent Publications 72
Asia-Pacific Economics and Market Analysis 73
Appendix A-1 74