UBS 瑞银：中国市场－重回现实 56页

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

UBS 瑞银：中国市场－重回现实

The New China – Back to the Real World

UBS Investment Research　Asian Economic Perspectives

56页　　英文　　1 March 2007

China has been a very unusual and unique place for much of the past decade: a combination of world-beating manufacturing and painful rural stagnation,external imbalances and domestic deflation, enormous volatility and record high growth. However, we also believe China’s unique days are ending, and that the mainland economy is about to become much more “normal”

95672.pdf (429.86 KB, 需要: 8 个论坛币)

2007-3-5 10:33:00 上传

UBS 瑞银：中国市场－重回现实 56页
需要: 8 个论坛币  [购买]

In this report we lay out eight key macro themes we think investors should be watching for over the medium term, from 2007 to 2010:
􀁑 The end of the boom/bust economy
􀁑 The end of cheap labor
􀁑 The return of Chinese farmers
􀁑 The return of inflation
􀁑 The end of manufacturing domination
􀁑 Back to balanced trade
􀁑 The end of “renminbi fixation”
􀁑 The beginning of China’s rebalancing

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：中国市场 UBS Perspectives combination perspective 现实 UBS