The Indian stock market is expected to continue its rally in 2010 on the back of strong GDP growth, high inflation and loose US monetary policy, raising the possibility of a bubble forming, according to Noble Group.
It is critical for policymakers to withdraw fiscal and monetary stimulus at the appropriate time, says Societe Generale, adding that the coming year could see China record a trade deficit.
The renewable energy sector in China is yielding opportunities, but complex regulations and policies mean benefits will be gradual, say participants at a Macquarie infrastructure conference.