CITIGROUP最新报告，62页。
        Theme #1：More reflation means less monetary easing–Inflation is on the rise and more growth supportive policies from both the US and China reinforces this.Asian central banks（except Philippines）will look past base effects，taking into account their mostly negative output gaps to keep rates low，with India，Korea and Thailand still expected to cut incrementally，while external pressures have reduced the space for China，Indonesia and Malaysia to ease monetary policy.