Title Page
Chapter I Why do we favor 1H13? 2
Chapter II Policy preview in details 11
Chapter III The Chinese economy in details 14
Chapter IV Structural reforms in 2013 19
Chapter V China FX strategy in 2013 25
Chapter VI China rates strategy in 2013 27
Appendix Forecasting table
2013-01-18_美银美林_China Macro Viewpoint:China in 2013, When to exercise more .pdf
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