China
2011: A Year of Reflation 4
AlphaWise Evidence Series: China Macro: Inventory Cycle
Back to Normal
17
AlphaWise Evidence Series: Significant Deterioration in
Business Conditions
30
Potential Upside Surprise to Inflation Print May Trigger
Imminent Policy Responses
39
Hong Kong
Monetary Conditions Monitor 40
Robust Growth in Anticipation of Another Liquidity Party 45
New Property Measures to Dampen Speculation, but Not
Prices
49
Taiwan
Domestic Resilience Continues 52