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Citigroup 花旗：亚洲经济展望及策略
56页 英文 10.22 22 October
Asia Economic Outlook and Strategy
Will Inflation Become a Problem?
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Citi Key Economic Forecasts 2
Macro Overview 5
Global Outlook in the Wake of Recent Stress.......................................................................... 5
Will Inflation Become a Problem?........................................................................................... 6
Strategy — Asian Currencies and Interest Rates 10
Strategy — Asian Equities 12
Value Harder to Find but Momo Still Aplenty....................................................................... 12
Investor Checklist & Asian Chart Summary 15
Asia Investor Checklist .......................................................................................................... 16
Asia Chart Summary .............................................................................................................. 18
Citi Asia Monetary Conditions Index..................................................................................... 19
Long Term Forecasts 21
Selected Country Focus 23
Malaysia: Early Elections and Market Implications............................................................... 24
Philippines: Will the upbeat growth momentum last?............................................................ 27
Taiwan: Increasing Uncertainties from Politics, Inflation and US Subprime Woes .............. 30
Other Country Section 33
Bangladesh ............................................................................................................................. 34
China ..................................................................................................................................... 36
Hong Kong............................................................................................................................ 38
India ...................................................................................................................................... 40
Indonesia ............................................................................................................................... 42
Korea..................................................................................................................................... 44
Singapore............................................................................................................................... 46
Sri Lanka ............................................................................................................................... 48
Thailand................................................................................................................................. 50
Vietnam................................................................................................................................. 52
Contents
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