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40页报告：Asia 2012-2013: Regional economies all below trend
but China outlook better than priced
Asia 2012-2013: Regional economies all below trend but China outlook better than priced
In 2012, we are mostly below trend and consensus in AEJ ex China, whereas in China, we are below trend but slightly
above consensus. Page 3
First published on December 1, 2011 Michael Buchanan, AEJ Economics Team
India 2012-2013 forecasts: Storm clouds remain, keep your raincoat on
India’s economy faces significant headwinds at the onset of 2012—a sharp deceleration in growth, strong credit linkages
with a weakening Eurozone, and significantly less fiscal ammunition than in 2008. Page 11
First published on December 1, 2011 Tushar Poddar, Prakriti Shukla, Vishal Vaibhaw
Taiwan 2012-2013: Looming clouds over economics and politics
With little room for monetary policy maneuvering, we expect the external sector’s weakness to persist in the face of the
global headwinds, and only foresee an improvement in exports in 2013. Page 19
First published on December 1, 2011 Shirla Sum
Thailand MPC meeting preview: We expect a shift to rate cuts
The Bank of Thailand’s monetary policy committee will meet on November 30. We now expect a shift to rate cuts, from on
hold previously. Page 26
First published on November 28, 2011 Mark Tan
Significant room for quantitative easing by the Reserve Bank of India
Our analysis suggests that the central bank has significant leeway in funding the government through open market
operations, without stoking inflation. Page 27
First published on November 21, 2011 Tushar Poddar, Prakriti Shukla
FCI contribution charts for Asia ex Japan Page 30
Regional Key Economic and Financial Indicators Page 32
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20页报告：Asia-Pacific Weekly Kickstart
A strong rebound on global central bank actions
MXAPJ gained 10% led by Korea (+9%) and China offshore (+9%)
MXAPJ P/E is 10.7X and its trailing P/B is 1.7X
Focus of the week: 2012 Asia’s Outlook
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