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高华证券：宏观经济－亚太经济：中国：证券市场是宏观调控的下一个目标吗？
China: Should and will the equity market be the next policy tightening target?
02.05 28页 英文 pdf
We believe the resurgence of China’s A-share market has been supported by strong fundamental underpinnings.Nevertheless, negative real interest rates, an undervalued currency, and a non-marketbased supply function are on the margin fueling some excesses
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Contents
China: Should and will the equity market be the next policy tightening target?
We believe the resurgence of China’s A-share market has been supported by strong fundamental underpinnings.
Nevertheless, negative real interest rates, an undervalued currency, and a non-market-based supply function are on the margin fueling some excesses. Page 3
First published on February 5, 2007 Hong Liang
China: Fine tuning our 2007-2008 forecasts
We maintain our positive view on China’s growth prospects in 2007-2008, and we update our macro forecast after the release of 4Q GDP and activities data. In the course of 2007, we expect growth momentum to gradually trend up, and
inflationary pressure to peak out in 1Q2007. Page 7
First published on February 5, 2007 Hong Liang
Eva Yi
Malaysia: Improving micro picture is leading the macro
Foreign investor interest in Malaysia has been rekindled by an improving micro picture, led by corporate restructuring,
government-linked company (GLC) reform optimism and the resultant improvement in earnings momentum. Page 10
First published on February 2, 2007 Adam Le Mesurier
Mark Tan
India’s rising growth potential
India’s high growth rate since 2003 represents a structural increase rather than simply a cyclical upturn. We project
India’s potential or sustainable growth rate at about 8% until 2020. Page 14
First published on January 22, 2007 Tushar Poddar
Eva Yi
Statistical Appendix Page 22
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