【摩根大通】2017下半年亚洲经济展望 pdf 41页

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EM Asia 2H17 outlook: Back to
the mean
 1H17 growth in EM Asia surprised to the upside, driven by tech
and commodity-related sectors
 Softer China and G-3 capex, should see growth normalize in 2H17
 Tech launches and semiconductor demand should benefit North
Asian economies more than others
 Stabilized capital outflows in China, reduced volatility opens policy
space for PBOC to refocus on domestic issues
 Despite recent cyclical lift, core inflation has been on a downtrend,
suggesting limited domestic pricing power
 Global financial conditions should remain supportive of EM Asia –
balance of payments revised up, premised on relatively well telegraphed
G3 central bank reaction functions
 Watching China’s financial plumbing and G3 capex









J.P.摩根- 2017下半年亚洲经济展望-2017.6.30EM Asia 2H17 outlook.pdf (1.05 MB, 需要: 1 个论坛币)

2017-7-8 20:43:57 上传

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关键词：经济展望 亚洲经济 摩根大通 PDF 下半年

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lang_415 发表于 2017-7-8 20:46
EM Asia 2H17 outlook: Back to
the mean
 1H17 growth in EM Asia surprised to the upsi ...

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