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【出版时间及名称】：2010年中国证券市场投资策略
【作者】：BNP百富勤
【文件格式】：PDF
【页数】：68
【目录或简介】：
Contents
1) Executive summary .................................................................................................................................................................. 4
2) Inflationary recovery................................................................................................................................................................. 9
3) Risk scenarios: Consumer upside vs inflation-bubble risk ................................................................................................. 15
4) Policies outlook: Orderly exit ................................................................................................................................................ 16
5) Managing inflation expectations ........................................................................................................................................... 18
6) Asset bubble risk .................................................................................................................................................................... 22
7) Policies exit: Liquidity and credit control............................................................................................................................. 25
8) Hot property: to tighten or not?............................................................................................................................................. 27
9) De-pegging RMB/USD: Timing............................................................................................................................................... 31
10) Unemployment concerns mitigated.................................................................................................................................... 34
11) Wage pressure? ................................................................................................................................................................... 36
12) Macroeconomic monitors.................................................................................................................................................... 37
13) Appendices........................................................................................................................................................................... 55
1. Key economic forecast............................................................................................................................... 55
2. GDP by output............................................................................................................................................ 56
3. GDP by expenditure................................................................................................................................... 57
4. Monetary forecast ...................................................................................................................................... 58
5. Fiscal forecast ............................................................................................................................................ 59
6. 12-months major economic indicators ........................................................................................................ 60
7. 12-month major industrial products............................................................................................................. 62
8. Industrial profitability .................................................................................................................................. 63
9. Urban fixed asset investment growth by sector .......................................................................................... 64
10. Return on equity of major industries .......................................................................................................... 65
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