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<p><br/></p><font size="4"><strong><p><font size="2">作者：Corrine Png</font></p><p><font size="2">资源类别：报告</font></p><p><font size="2">资源格式: PDF 32 pages 英 320KB</font></p><p><font size="2">目录: </font><b><font face="CIRTradeGothic-Bold"><p align="left"><font size="2">Investment Strategy 3</font></p><p align="left"><font size="2">Understanding past investment cycles 5</font></p><p align="left"><font size="2">Key Themes in 2008 9</font></p></font><font face="CIRTradeGothic-Bold"><p align="left"><font size="2">Passenger trends – moderating growth 9</font></p><p align="left"><font size="2">Cargo trends – pick-up could be short-lived 10</font></p><p align="left"><font size="2">Fuel prices – the major wild card 11</font></p><p align="left"><font size="2">Rising cost pressures 13</font></p><p align="left"><font size="2">Appreciating currencies – highly positive 14</font></p><p align="left"><font size="2">Route liberalization – helps some but not all 15</font></p><p align="left"><font size="2">Country themes & views 18</font></p></font><font face="CIRTradeGothic-Bold"><p align="left"><font size="2">Picture Book 23</font></p><p align="left"><font size="2">Appendix A-1 29</font></p></font></b></p><p align="left"><font size="2">Investment Strategy 3</font></p><p align="left"><font size="2">Understanding past investment cycles 5</font></p><p align="left"><font size="2">Key Themes in 2008 9</font></p><font face="CIRTradeGothic-Bold"><p align="left"><font size="2">Passenger trends – moderating growth 9</font></p><p align="left"><font size="2">Cargo trends – pick-up could be short-lived 10</font></p><p align="left"><font size="2">Fuel prices – the major wild card 11</font></p><p align="left"><font size="2">Rising cost pressures 13</font></p><p align="left"><font size="2">Appreciating currencies – highly positive 14</font></p><p align="left"><font size="2">Route liberalization – helps some but not all 15</font></p><p align="left"><font size="2">Country themes & views 18</font></p></font><font face="CIRTradeGothic-Bold"><p align="left"><font size="2">Picture Book 23</font></p><p align="left"><font size="2">Appendix A-1 29</font></p></font></strong></font>
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