Citigroup 花旗——亚洲经济展望与策略

60页 26 January 2007 英文

Asia Economic Outlook and Strategy — Coping with Capital Inflows

Asia-Pacific Economics/Strategy

Contents

Citigroup Key Economic Forecasts 2
Macro Overview 5
Resilience, Low Inflation................................................................. 5
Asia: Capital inflows, food prices and FTA..................................... 8
Strategy — Asian Currencies and Interest Rates 13
Pausing for the Next Lap .............................................................. 13
Strategy — Asian Equities 17
Outside the box, let the model speak ...................................... 17
Investor Checklist & Asian Chart Summary 21
Asia Investor Checklist .............................................................. 22
Asia Chart Summary....................................................................... 24
Citigroup Asia Monetary Conditions Index............................... 25
Long Term Forecasts 27
Selected Country Focus 29
Korea............................................................................. 30
Taiwan ................................................................................... 33
Thailand ............................................................................... 36
Other Country Section 39
Bangladesh ............................................................................40
China .......................................................................42
Hong Kong .........................................................................44
India ...................................................................................46
Indonesia .................................................................................48
Malaysia......................................................................................50
Philippines ...........................................................................52
Singapore ..................................................................................54
Vietnam .....................................................................56

[此贴子已经被作者于2007-2-22 15:19:11编辑过]