The environment is ripe for capital expenditure recovery. The Korean economic recovery is broadening out.

The Chinese economy is deteriorating in the structural and cyclical sense, and the U.S. is a big risk if it has a hard landing. Remember [the rest of] Asia exports twice as much to the U.S. as it does to Japan.

Robert Subbaraman

Policy makers need to shift their focus from stimulating growth to guarding against economic excesses and inflation.

Robert Subbaraman

In Japan's case, consumer demand has not been that strong for a long time so companies haven't had that much pricing power. In China, consumer demand is reasonably strong but there is very aggressive competition.

Robert Subbaraman