摩根斯坦利——亚洲宏观经济分析（42页）——2009年2月

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摩根斯坦利——亚洲宏观经济分析——09年2月3号
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Asia Macro Pulse

Asia Pacific

Asia Macro Pulse

Assessing Deflation Risks in AxJ

Contributors to this Issue:

Morgan Stanley Asia (Singapore) Pte.+

Chetan Ahya

Chetan.Ahya@morganstanley.com

Morgan Stanley Asia Limited+

Malcolm Wood

Malcolm.Wood@morganstanley.com

Viktor Hjort

Viktor.Hjort@morganstanley.com

Linan Liu

Linan.Liu@morganstanley.com

Qing Wang

Qing.Wang@morganstanley.com

Jerry Lou

Jerry.Lou@@morganstanley.com

Morgan Stanley India Company Private Limited+

Ridham Desai

Ridham.Desai@morganstanley.com

Although a persistent deflation scenario is not our base case forecast, today we examine the deflation risks in the AXJ region and market implications in the event of a deflation scare materializing. Linan Liu and Viktor Hjort discuss what is already discounted by the bond and credit markets and how these markets responded in the previous cycle when CPI decelerated sharply. We also compare which economies in the region are at maximum risk.

- Chetan Ahya & Malcolm Wood

Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan

Stanley Research as only a single factor in making their investment decision. Customers of Morgan Stanley in the

US can receive independent, third-party research on companies covered in Morgan Stanley Research, at no cost to them, where such research is available. Customers can access this independent research at

www.morganstanley.com/equityresearch or can call 1-800- 624-2063 to request a copy of this research.

For analyst certification and other important disclosures, refer to the Disclosure Section, located

at the end of this report.

+= Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to NASD/NYSE restrictions on communications with a subject company, public appearances and trading securities held by a research analyst account.

 

[此贴子已经被作者于2009-2-4 11:06:52编辑过]

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关键词：宏观经济分析 摩根斯坦利 摩根斯坦 经济分析 宏观经济 宏观经济 亚洲 摩根斯坦利

像你一样的疯子才会买

不许骂我的顾客，做人要礼貌点。

但是你确实很过分。

我卖东西又不是强买强卖，不喜欢就不要好了。老实说，这帖子定500也还是有人买的，100已经考虑到大家的消费能力了，去回答新手一个问题嘛，不久有钱来买了：）

版主,你在这里卖这么贵小心有人告你侵权!