GS China Eco Quarterly 3rd Quarter 2006

高盛——中国经济研究季刊2006年三季度 (52页).pdf

China Economics Quarterly 中国经济研究季刊　3rd Quarter 2006

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Table of Contents
Themes of the quarter:
Moderation in Growth, Reduced Policy Risks, Brighter Near-term Outlook—Readings of 3Q2006 Data page 3
China’s Consumption Cycle: Gradually Gaining Strength page 5
Assessing Policy Risks in China—Revisited page 9
Brighter Outlook for 2007 page 15
Policy issues:
China Announced Adjustments in Export Tax Rebate page 18
A Positive Move by the PBOC to Raise Deposit and Lending Rates by 27 Basis Points page 19
Thematic issues:
China’s Investment Strength is Sustainable page 20
India: Asia’s Next Trading Powerhouse to ‘Do another China’? page 34
Charting China page 40

[此贴子已经被作者于2006-12-10 8:36:57编辑过]