https://www.scmp.com/rss/511657/feed Wai Ho Leong is managing director at Modular Asset Management, focusing on macro strategy. He joined in October 2020 from Graticule Asset Management, where he had worked since 2016. Before that, he was chief economist of Asia at Barclays since 2007 and an economic planner at Singapore’s Ministry of Trade and Industry since 2002. en https://assets.i-scmp.com/static/img/icons/scmp-meta-1200x630.png https://www.scmp.com Much has been said about inflation becoming entrenched and persistent. But the intensity of our focus on inflation means we may be missing another important point: global growth is not weakening either – despite repeated waves of Covid-19 outbreaks – and may instead be on the verge of becoming self-sustaining. Growing signs of a stronger US investment cycle can reinforce the robust consumer cycle that held up the global economy last year – and make growth more sustainable around the world. Asian... https://www.scmp.com/comment/opinion/article/3162400/how-asia-can-ride-return-us-demand-more-solid-growth?utm_source=rss_feed https://www.scmp.com/comment/opinion/article/3162400/how-asia-can-ride-return-us-demand-more-solid-growth?utm_source=rss_feed Fri, 07 Jan 2022 06:30:27 +0000