作者:Heath R Jansen
资源类别:报告
资源格式: PDF 40 pages 英 334 KB
目录:
Boom or Bust? 3
Where to with a Macro View? 6
1. Depression Scenario 11
2. Recession Scenario 13
3. Upside Scenario 15
4. Base Case 18
Commodity Scenarios & Outcomes 20
What Are Commodities Telling Us? 28
Aluminium 28
A Chinese supply crunch 28
Copper 32
Appendix A-1 38
[此贴子已经被作者于2007-12-6 14:57:13编辑过]