宏观经济 。预计8 月份贷款新增3000-4000 亿左右， 带动贷款余额同比增速略回落至33.6%附近；M2 同比 增速仍将保持高位，与M1 增速之差继续收窄，但货币 供应持续大幅增长的趋势已发生改变。8 月份宏观经济 将延续回暖的总趋势；进出口、社会消费及工业生产...

Contents HSBC weightings 3 International fund flows 5 Foreign flows into GEMs equities 6 Foreign flows into EMEA equities 7 Czech Republic 9 Hungary 10 Poland 11 Russia 12 Turkey 13 South Africa 14 Israel 15 Egypt 16 Foreign flows into Asi...

Table of Contents Korea strategy bullets ....................................................................... 4 Korea snapshot .................................................................................. 5 Higher levels towards FY...

Table of Contents Summary ....................................................................................................................1 Sector scorecard in pictures......................................................................

报告要点 上海经济需要再起飞 上海经济的发展从传统社会到经济起飞再到走向成熟，正是中国工业化道路 的一个缩影，一方面对我们研究中国未来的路怎么走有很强的借鉴意义，另 一方面，上海作为地区经济的领头羊，其在经济变迁的过程中也遇到了巨大 的挑战和机...

Contents 2H09 market strategy 4 Better-than-bad isnt enough 4 More resilient economy due to consumption strength 5 Policy will remain pro-growth 7 Valuation is not expansive 9 Interim results and earnings recovery in 2H09 10 MA the long-te...

内容提要 一、行业分析 二、经营分析 三、综合建议...

目录 第一章引言 1.1研究背景及现状..........................................7 1.2研究的理论与实际意义....................................8 1.3研究的基本思路及框架....................................8 第二章国际直接投资理论综述 ................

Where is demand coming from? Growth is back, but demand is changing Auto demand in Chinas less-developed areas is catching up with the coastal regions and the government is implementing plans on auto consumption, domestic vehicle brand dev...

Contents Key BNP Paribas macro messages................. 3 Macroeconomic policy update ..................... 4 Key BNPP economic projection............. 5 Themes......................................... 6 Growth to accelerate in 2H09 6 Mea...