瑞银: 21页 The Ten Questions Everyone Asks about China

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收藏 2011-11-07

UBS: The Ten Questions Everyone Asks about China (by Wang Tao/Harrison Hu)
Date: 24 Oct 2011
Language: English
Format: PDF
Pages: 21
Table of Contents
Is the property market collapsing?n
How serious isn informal lending?
Are Banks in trouble?n
Is China over-levered?n
n Will inflation ever come down?
How export-dependent is China?n
Isn capital becoming less productive?
Does China have any room left to easen policy?
What happens if global growth disappears?n
What is then catch?

UBS: CNH 101 - 8 thins you need to know (by Sean Yokota)
Date: 28 Oct 2011
Language: English
Format: PDF
Pages: 11
Table of Contents
1. What’s the difference between CNH, CNY, CNY NDF?
2. What’s the purpose of having the CNH market?
3. What are the main flows between onshore and offshore?
4. Who are the policymakers?
5. What are the CNH investable products?
6. Why do people buy CNH products?
7. What’s happening in the CNH market now?
8. How will the market develop?

UBS: China By The Numbers (by Wang Tao/Harrison Hu)
Date: 1 Nov 2011
Language: English
Format: PDF
Pages: 28
Table of Contents
Overview and summary . . . . . . . . . . . . . . . . 2
UBS activity indicators . . . . . . . . . . . . . . . . 3
Business indicators . . . . . . . . . . . . . . . . 4
Inflation . . . . . . . . . . . . . . . . 5
Money and credit . . . . . . . . . . . . . . . . 6
Base money and sterilization . . . . . . . . . . . . . . . . 7
Fixed asset investment . . . . . . . . . . . . . . . . 8
Industrial production . . . . . . . . . . . . . . . . 9
Industrial inventories . . . . . . . . . . . . . . . . 10
Industrial profits . . . . . . . . . . . . . . . . 11
Consumption and retail . . . . . . . . . . . . . . . . 13
Property and construction . . . . . . . . . . . . . . . . 14
Trade . . . . . . . . . . . . . . . . 15
FDI . . . . . . . . . . . . . . . . 17
FX reserves and capital flows . . . . . . . . . . . . . . . . 18
Exchange rate . . . . . . . . . . . . . . . . 19
Financial markets . . . . . . . . . . . . . . . . 20
Data tables . . . . . . . . . . . . . . . . 21