发布时间： 来源：人大经济论坛

【出版时间及名称】：2010年3月亚太宏观经济研究报告
【作者】：瑞士信贷
【文件格式】：PPT
【页数】：54
【目录或简介】：
AxJ Economics Chart book – Strong Growth Trend to Continue Even as Policy Induced Demand Moderates
Table of Contents
Gradual Policy Exit Has Begun
Policy Exit Has Begun... 4
But Still Time Before Rates become Restrictive 5
Policy Induced Discretionary Spending To Moderate
Policy Induced Demand To Take A Breather Now 7
AxJ Exports : About To Cross Pre-Crisis Levels
Combined February Exports by China, Korea, Singapore, Taiwan and Thailand: 3% Below Pre-Crisis Levels 9
Total February Imports by China, Korea, Singapore, Taiwan and Thailand: Just 1% Below Pre-Crisis Levels 10
February Exports by China, Korea, Singapore, Taiwan and Thailand Accelerates to All Destinations Except Asia 11
Private Corporate Capex: Shallow Trough, Recovery To Gain Pace
AxJ Capex Had A Shallow Trough During This Crisis, Compared to Previous Two Cycles, Largely Due To China 13
Capex in Bottoming Out Across The Region 14
Recovery in Private Corporate Capex to Gain Pace 15
India, Korea and Indonesia To Witness Significant Recovery 16
Inflation Risk Skewed To The Upside
Three Inflation Scenarios 18
While Investment Recovery Is Slow For AxJ Ex China, Growth Has Accelerated Very Quickly Improving Capacity Utilization 19
Oil Prices Much Higher This Time At The Start Of The Cycle 20
Excess Liquidity Driving Up Asset Prices 21
Which Countries Are More Prone To Rise In Core Inflation Risks? 22
Theme 1: Rebalancing on the Right Track? 23
Annexures 34
Facts And Figures 42