Citigroup 花旗：未来一周亚洲各国重大财经事件 03.23

The Week Ahead Asia Edition

March 23, 2007 18页　　英文

Highlights
􀂄 Hong Kong. We expect faster export growth while M3 moderates (p. 2).
􀂄 Korea. Industrial production likely to show signs of bottoming while consumer
goods sales confirm steady consumption growth (p. 3).
􀂄 Philippines. Upbeat imports in January consistent with strong exports (p. 4).
􀂄 Singapore. Manufacturing probably contracted in February on holiday closures
and sluggish tech recovery (p. 4).
􀂄 Taiwan. CBC likely to raise policy rate by another 12.5bps next week, while
both M2 and the index of leading indicators likely slowed in February (p. 5).
􀂄 Thailand. Exports extend upbeat trend in January, and probably keyed an
increase in manufacturing production (p. 6).
FX and IR Updates
􀂄 China. We expect another hike in policy rates by 27bps probably in 3Q07
􀂄 India. We believe the tight liquidity conditions that triggered sharp appreciation
in the rupee are a temporary phenomenon and will likely ease very shortly
􀂄 Malaysia. Investor friendly measures such as liberalization of capital controls
and incentives to boost the property market should lead to more ringgit strength
Data Calendar