来自于Goldman Sachs Global Economics,英文版,共52页,2009年7月9日出的。
介绍:
Strong domestic demand in China, India and Indonesia point towards tighter financial conditions through higher rates and stronger currencies.
This article looks at the outlook for FX and rates in the region in light of the macro dynamics and broader market developments
以下是文章主要分析的几个内容:
1.Korea: The economy likely to rebound strongly in 2Q but we expect weaker growth in 2H2009 and
2010
2.India: 2009 Union Budget—stimulating demand
3.Indonesia: What to watch for after the presidential election—from politics to policies
4.India: The pain of lower rain could be manageable
5.China: The economy is recovering very strongly and the upward trend is likely to continue
6.India: 2009 Union Budget—spotlight on infrastructure