摩根斯坦利：新兴市场宏观经济研究报告2009年9月

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Country Commentaries
Argentina: CER-Linked Bond Exchange 20
Brazil: Robust Growth, Benign Inflation, Rates
on Hold
20
Mexico: Fiscal Ambition 21
Peru: Rates Firmly on Hold 22
Hungary: More Comfort for the NBH 23
Russia: Rates and Forecast Revisions 23
South Africa: USDZAR – Fading the Rally 24
South Africa: Sharp Increase in August Net
Reserves
25
Turkey: Another One of Those Slow Recovery
Stories
26
Ukraine: Forecasts, Reserves and CPI 27
China: Steady Recovery Underway; No
Imminent Tightening
29
India: IP Growth – Strong Momentum
Continues in July
30
Korea: BoK Slowly Moving Closer to Rate
Hikes
31
Taiwan: Long-Term Outlook Remains Intact 32
On the Horizon
Our Annual Economic Forecasts
35-37
Upcoming Data Releases 38
EM Rating Table 39
Recent Research 40

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关键词：宏观经济研究 摩根斯坦利 研究报告 新兴市场 摩根斯坦 宏观经济 研究报告 摩根斯坦利