德银: 51页 中国经济硬着陆风险 20110608
Deutsche Bank AG: China - Hard landing risks
Date: 8 June 2011
Language: English
Format: PDF
Pages: 51
Table of Contents
• “Hard landing risks” are short-term and
manageable
• Our confidence in falling inflation in H2
• What are early signs of policy easing?
Appendix 1: Demographic changes and investment
implications
Appendix 2: RMB internationalization and offshore
markets