Spencer White Quotes
Howls of protest met my original downgrade to Thailand back in February. Now the conditions are in place to make this a compelling upgrade. 
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Howls | Protest | Original | Downgrade | Thailand |
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Although we expect the economy to remain one of the fastest growing in the region in 2006, earnings growth is moderating. We find it difficult to argue for a further re-rating from these levels.
- Spencer White
There's been a heady combination of post crisis balance sheet repair, cash flow generation, fund flows from overseas and the growth that the region has generated as major economies such as China and India have 'emerged' whilst previously sunken ones like Japan have risen from the depths.
- Spencer White