
书名:Understanding China's Economic IndicatorsTranslatingtheDataintoInvestmentOpportunities
作者:ThomasOrlik
译者:
ISBN:9780132620192
出版社:FTPress
出版时间:2011-7-22
格式:epub/mobi/azw3/pdf
页数:272
豆瓣评分:
书籍简介:
Understanding China's Economic Indicators is the only guide to what China's statistics say about the state of the economy and how to use them to make more profitable investment decisions. Leading China market analyst Tom Orlik introduces China's 35 most important indicators, explaining why they matter and what they mean, identifying the distortions in the data, and spelling out the impact on equity, commodity, and currency markets.
作者简介:
Tom Orlik is a China correspondent for The Wall Street Journal, where he writes the “Heard on the Street” column. Prior to joining the Journal, he worked for Stone & McCarthy Research Associates as an economist, briefing investors on China’s macroeconomic data. Before coming to China, Orlik worked for the British Treasury, including as a speechwriter for the Deputy Finance Minister, advisor to the UK Executive Director of the International Monetary Fund, and on secondment to the European Commission in Brussels. He has a Master’s in Public Policy from Harvard’s Kennedy School of Government and a Bachelor’s in English from University College London. His work on the Chinese economy has been published by the Far Eastern Economic Review, the Economist Intelligence Unit, and the South China Morning Post. The head of China’s National Bureau of Statistics Ma Jiantang made Orlik’s essay on the quality of China’s economic data required reading for the entire staff of the statistical system.
书友短评:
@ Ashia 借来马作者 借来马作者 通读两遍,笔记满满,难能可贵之处是作者还指出许多中国数据中的问题和暗示。从我接触了解和读过的在北京生活的China Watcher与在上海或者香港生活的China Watcher相比,前者的文字比后者的有味得多,题外话。 @ Ashia A bit out of date (published in The author is a journalist rather than economist
Acknowledgments x
About the Author xiii
CHAPTER 1 Introduction 1
The Crush 1
How Reliable Are China’s Economic Statistics? 3
A Month in China’s Economic Data 6
Waiting for Release of the Data—or Not 7
A Year in China’s Economic Data 8
How This Book Works 11
CHAPTER 2 National Output 13
Gross Domestic Product 13
Industrial Value Added 24
Fiscal Revenue and Expenditure 31
Freight and Passenger Traffic 36
China Federation of Logistics and Purchasing’s Purchasing Managers Index 40
HSBC Markit Purchasing Managers Index 45
Market News International China Business Survey 48
National Bureau of Statistics Leading Economic Indicator 53
Conference Board Leading Economic Indicator 58
Organization for Economic Cooperation and Development Composite Leading Indicator 62
CHAPTER 3 Investment and Real Estate 67
Fixed Asset Investment 67
Real Estate Prices, Investment, Sales, and Construction 75
China Real Estate Index System 84
CHAPTER 4 Household Sector 89
Retail Sales 89
Urban and Rural Household Surveys 94
National Bureau of Statistics Consumer Confidence Index 101
INTAGE China Consumer Sentiment Survey 105
CHAPTER 5 External Sector 109
Trade 109
U.S. Import Price Index 121
Foreign Direct Investment 125
Balance of Payments 130
Foreign Exchange and Gold Reserves 136
Treasury International Capital System 142
CHAPTER 6 Labor Markets 149
Urban Wages 149
Unemployment 158
Public Employment Services Labor Market Supply-and-Demand Situation 162
CHAPTER 7 Prices 169
Consumer Price Index 169
Indices of Urban Residents’ Confidence on Income and Price Level 177
Producer Price Index 181
Bond Market Yield Curve 185
CHAPTER 8 Financial Indicators 193
Sources and Uses of Funds of Financial Institutions 193
Money Supply 200
Nonperforming Loans 204
China Foreign Exchange Trading System Central Parities 209
Hong Kong Banking System Yuan Deposits 215
People’s Bank of China Reports 218
Index 225
· · · · · ·
添加微信公众号:好书天下获取
评论前必须登录!
注册