HSBC亚洲首席经济学家Frederic Neumann对全球经济的概括，英文6页：

After a couple of months of fizzle, exports are again showing some sizzle. Across Asia, with the lone exception of Korea, new export orders expanded last month. Possibly, we are catching the early part of the iPhone production ramp-up here. Still, a large gap remains with developed markets in terms of trade performance. Domestically, things look steadier, with most indicators not matching the external strength. It's all consistent with a fairly decent summer. But this could yet turn out to be a narrow, and fairly short-lived, bounce. Job growth in manufacturing, for one, is still relatively weak in emerging Asia, including China. And that'll keep a damper on consumption.