GS 高盛-中国每日报告 07.16

China-Daily-Insights 07.16 10页

Today’s focus
China Views: Significant upside risks for growth and inflation—A preview of the 2Q2007 data to be released (July 19)
Asia Pacific: Transportation: Shipping: Container shipping-from fear to greed; downgrade to Neutral
Aluminum Corporation of China (H) (2600.HK): Positive takeaways from reverse roadshow, earnings/target raised
China CITIC Bank (H) (0998.HK): Preliminary 1H07 results largely anticipated by the market
Headline news
Regulator to curb hot money influx (China Daily)
Unit by unit,energy use improving (People’s Daily)
China to float 3-year T-bonds next week (Xinhua)
China's new accounting standards to be adopted (Xinhua)
China Views: Significant upside risks for growth and inflation—A preview of the 2Q2007 data to be released (July 19), Hong Liang
• China will release 2Q2007 GDP, June CPI and activity indicator data Thursday (July 19) this week, which will provide us with a pulse check on growth strength and inflation. The market will watch the data closely for a better gauge on th