2015年荐MCANXIXUN VIEW.docVIP

MCANXIXUN VIEW Vol.36，2011 *Mcanxixun View *Expert Analysis *Authority Opinion *Focus to Hotspot *World Economy Trend *Global Policy Tendency MCanxixun Information and News Service Contents Economy（经济动态） 3 India’s Economy Grows More Than Estimated 3 二季度印度经济增长高于预期 4 German Resilience Reassures Europe 5 德国经济稳定 提振欧洲复苏信心 6 China Faces Upgrade-or-Die Deadline as Labor Supply Dwindles 7 劳工供应减少，中国面临‘升级’或‘死亡’风险 10 Chinas Growth to Accelerate in the Fourth Quarter: Strategist 12 SEB战略家：今年第四季度，中国经济增长将加速 12 One by One, the Drivers of Growth Fade 13 全球经济增长引擎纷纷失去动力 14 China August Official PMI Up, Export Orders Dip 14 中国8月采购经理人指数上升，出口订单下降 15 Emerging market resilience 16 新兴市场的恢复力 18 Lex_China’s growth and prices puzzle 20 Lex专栏：中国“滞胀”了？ 21 Chinas Low-Wage Export Engine Starts to Sputter 21 中国廉价出口引擎面临转折 22 Europe Faces Plague of Low Growth and High Debt 22 欧洲面临低增长，高债务问题 24 Policy（政策解析） 25 A call to arms 25 新IMF主席发起应对全球经济的号令 26 What’s So Bad About a Slow Economic Recovery? 26 缓慢经济复苏如此糟糕？ 28 Demanding Economic and Educational Reform in Chile 29 智利人民呼吁经济和教育改革 30 We Need QE3 Like We Need A (Jackson) Hole In The Head 31 美国为何不需要QE 33 Don’t expect China et al to save the world 34 不要指望中国拯救世界 36 Rousseff’s ‘Risky’ Rate Cut Means Boosting Brazil GDP Outweighs Inflation 37 巴西总统‘危险的’降息手段刺激了谁？GDP还是通胀？ 38 Is austerity killing Europe’s recovery? 40 紧缩政策扼杀欧洲经济复苏？ 42 Changing target 43 名义GDP应作为美联储目标吗？ 45 Workers Play Cards at Indian Factories as Singh Asset-Sale Plan Founders 46 印度资产出售计划惹祸，国企工人无所事事 48 How to avoid a double dip 49 怎样避免经济二次探底？ 50 George Osborne cuts growth forecast but sticks to plan A for economy 51 奥斯本：降级经济增长预期，坚持‘A计划’ 52 UN trade body says spending cuts threaten economic recovery 53 联合国贸易和发展会议称：消减开支威胁全球经济复苏 54 About China（聚焦中国） 56 Chinas latest municipality provides a hub that serves western regions 56 重庆将成为中国西部之门 57 Misinterpreting Chinas Economy 58 观点：对中国经济的误读 60 Development stalls in N Korea’s ‘zones’ 61 中朝合建经济开发区计划陷于停滞 62