Beijing's strong renminbi policy will likely give China's commodity firms enormous buying powers in 2009. Cheap commodities and high leverage at overseas commodity firms provide further support to China's ...Beijing's strong renminbi policy will likely give China's commodity firms enormous buying powers in 2009. Cheap commodities and high leverage at overseas commodity firms provide further support to China's outward FDI. We forecast USD 150-180bn of resource-focused Chinese FDI overseas in 2009,vs.USD 80-100bn of FDI into China.展开更多
Positive y/y inflation is back,which means rising inflation expectations are back on the radar Industrial growth steams ahead,while increasing project starts suggest the same goes for FAI Policies to remain stimulativ...Positive y/y inflation is back,which means rising inflation expectations are back on the radar Industrial growth steams ahead,while increasing project starts suggest the same goes for FAI Policies to remain stimulative,supporting consumption and wage growth into展开更多
文摘Beijing's strong renminbi policy will likely give China's commodity firms enormous buying powers in 2009. Cheap commodities and high leverage at overseas commodity firms provide further support to China's outward FDI. We forecast USD 150-180bn of resource-focused Chinese FDI overseas in 2009,vs.USD 80-100bn of FDI into China.
文摘Positive y/y inflation is back,which means rising inflation expectations are back on the radar Industrial growth steams ahead,while increasing project starts suggest the same goes for FAI Policies to remain stimulative,supporting consumption and wage growth into
