LOS ANGELES — We were lucky enough the other night to attend a dinner party where the fare was California fusion and the killer item on the menu was serious table talk about Asia. So much food for thought was offered that, when the evening was over, few had much of an appetite for dessert. Which was chocolate cake!
What started as an evening of Asian fusion more or less ended in consensus about Asian confusion.
Many Asian economies are surging, especially compared to the United States. According to estimates or projections by Themes Investment Management, the red-hot Asia-based house headed by former Goldman Sachs Asia Chairman Kenneth Courtis, China again led the pack last year at more than 9 percent growth.