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Date Submitted: 02/06/2013 05:59 PM
ISI Group
2
China Research
Straszheim Handout
Table of Contents
Page
Page
3- 27 Macro
86- 94 Property Markets
ISI China Forecast, Economy Overview, Data Quality
Overview
Revenue/Earnings Gro wth, China Exposure
Price Indexes & Transaction Volumes
Stimulus ‐ Past and Future
Floor Space Started, Completed, and Sold
GDP, Role in and Contribution to Global Econo my
Property Market Compo sition
Labor Force, Productivity, Aging Demographics
Migration and Urban Housing Demand
Migration & Urbanization
Residential Property & ʺSocial Housing ʺ
Govʹt & Political Leadership, Power Transition
Fixed Asset Investment (FAI)
Wen ʹs Go vʹt Work Report at 2012 NPC Meeting s
Co nsumer & Consumption
All Vehicles & Auto Market
95-107 Equity Markets
Overview
Shanghai Composite Index, CSI 300, QF II and QDII
28- 40
Economic Activity
A ‐Share Revenue, Earnings, and Margin
Industrial Production & IVA
Comparison of Equity Manias
PMI (MFG, SRV)
Hong Kong Stock Market and Hang Seng Index
China and Baltic Dry Index
Chinese Equities in the U.S., Greater China ETFs
ECI, BCI, LEI, MNI, ISI China Sales Survey
IPOs & Reverse Mergers
Co mmodity Prices
QFII and QDII, International Board
Electricity Consumption vs. GDP
Freight and Passenger Traffic
Short‐term Economic Indicators
Price of Commodities and Others
108-128 Energy
Overview, China ʹs F uel Choice
Electricity
Oil, Co al, Natural Gas (including Shale Gas)
41- 52 Consumer Luxury
Overview
Global Renewable
Hydro, Wind, Solar, Nuclear
Jewelry & Watches
Co smetics & Perso nal Care
High ‐end Passenger Cars
129-151 International
EU17, China, U.S.
Luxury Tourism & Hotels
China and the Euro ʹCrisis ʹ
Wine & Spirits
Currency & Exchange Rates
Gold & Other Precious Metals
TICS, FOREX...