【出版时间及名称】：2010年7月6日 消减的中国房地产泡沫
【作者】：野村国际
【文件格式】：pdf
【页数】：46
【目录或简介】：

Global Weekly Economic Monitor

NOMURA GLOBAL ECONOMICS

Friday, 2 July 2010

China's deflating property bubble

We expect nationwide property prices to fall by 10-20% over the next 12-18 months. But the impact on banks and on the economy should be quite limited.

Global

FinReg and economic growth

Many fear that FinReg will constrict credit and crimp growth. It may not be that simple.


REGIONAL ROUNDUPS

United States

To halve or to hold

Projected US deficits meet the G20 2013 goal but achieving it will be a challenge.


Europe

No match for the German exporter

We do not think that the outlook is clouded by the sovereign debt crisis.


Japan

Fiscal management strategy unveiled

A praiseworthy effort but can it be implemented, especially with regard to tax reform?


Asia

South Korea: Groundwork for a first rate hike

We still expect the first 25bp hike in September.


Emerging Markets

CEE: Fiscal risks and challenges

We focus particularly on the plans of the new government in Hungary.


SPECIAL TOPICS

China

The property bubble starts to deflate

We expect property prices to fall by 10-20% but to have only a limited economic impact.


Australia

Under new management

We expect a general election in September and for Labor to win a second term.


Turkey

High carryover, slow recovery

After the first-quarter GDP release, we are sticking to our 4.4% 2010 growth forecast.
本文来自: 人大经济论坛 行业分析 版，详细出处参考：http://www.pinggu.org/bbs/viewthread.php?tid=859270&page=1&fromuid=1137717