发帖
雷达卡
CONTENTS
Introduction..........................................................................................................................7
Three Keys to China's Economic Rebalancing.................................................................................................7
Economic Reform..............................................................................................................12
SOE Reform: Half Measures Insufficient ForThe Long Haul ...........................................................................12
Foreign Policy Analysis.....................................................................................................16
One Belt One Road: China's Outward ExpansionFaces Major Challenges .........................................................16
China's Expanding Military Reach'Inevitable', But Gradual............................................................................ 26
Table: POSSIBLE FUTURE CHINESE BASES . . . .. . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . 30
Consumer Outlook............................................................................................................32
Bright Consumer Outlook Amid StructuralEconomic Slowdown....................................................................... 32
Table: China's Largest & MostConcentrated Domestic Consumer Markets . . . .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 33
Table: Provinces That Could Play Catch Up .. . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . 34
Table: China's Top Twenty Provinces (By GDP,2013) . . . . . . . . .. . . . . . . . . . . . . .. .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Table: Key Sector Forecasts . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
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