Investors on 2004: Ebrahim

As part our series, HSBC Asset Management''s Ayaz Ebrahim gives his forecasts for 2004.

Ayaz Ebrahim is the director CIO Asia Pacific, HSBC Asset Management, and after seeing many of his country funds have stellar performance in 2003 China fund up 105.6%, India fund up 117.1%, Thai fund up 170.8%, offers his views of markets in 2004.

What is going to be your main focus in Asia in 2004

Ebrahim Going into 2004, I think there'll be more of a domestic theme going across Asia. Last year, a significant part of the equity strength was on the back of the Asian export story and the recovering US economy. This should flow into the domestic economy in 2004 in terms of growing consumer confidence.

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