今天刚刚发布的高盛对亚洲几个主要国家的经济研究，共52页。
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Strong domestic demand in China, India and Indonesia
point towards tighter financial conditions through higher
rates and stronger currencies  
We have long been proponents of the view that
domestic-demand-driven economies in Asia
will be the region’s outperformers against the
backdrop of global economic conditions.  
The data from our favored economies—namely
China, India and Indonesia—suggests that the
view is playing out well. Elsewhere in the
region where economies are more globally
exposed, activity is likely to remain relatively
sluggish.  
Against this macro backdrop, this article looks
at the outlook for FX and rates in the region in
light of the macro dynamics and broader market
developments.