28 Quotes by James McCormack

We are starting to see maybe a turning in the housing market in the US. And if the US consumer retracts a little, we would expect to slow down in the US in the second half of the year. That translates into a slowdown in Asia as well." ()

The Philippines is one country where politics matter." ()

Those sovereigns in the midst of political turmoil also have the weakest growth rates in emerging Asia, and further downward revisions to the growth forecast may be necessary." ()

We are still comfortable. In a BB range, we do have some tolerance for political noise." ()

Asia's political backdrop has recently become less favorable for growth." ()

Notwithstanding ongoing regional integration with China, growth in Asia remains highly leveraged to external demand, and particularly the US consumer, whom we believe to be overstretched." ()

The more of these events there are, inevitably the weaker she becomes. Surviving a crisis in leadership doesn't necessarily strengthen a leader." ()

This is one of the countries where politics matter and it is central to our assessment. Politics affects economic policy." ()

They do a pretty good job of getting people in who are quite capable. They have a deep bench." ()