Credit Suisse：中国市场策略－通货膨胀的问题

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Credit Suisse：中国市场策略－通货膨胀的问题

China Market Strategy--The inflation question

9 February 2007 ２０页　　英文

Asia Pacific/China Equity Research Strategy

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2007-2-26 07:37:00 上传

Credit Suisse：中国市场策略－通货膨胀的问题
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CPI inflation is expected to accelerate in 2007, led by food prices and wage growth. The liquidity-fuelled asset price inflation in both the stock and property markets is another concern. We see the increasing likelihood of a policy response that would have implications across various sectors creating uncertainty for Chinese banks, having a negative impact on oil product and utility prices and benefiting agriculture stocks

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关键词：Suisse Credit 市场策略 中国市场 通货膨胀 Credit 通货膨胀 Suisse