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05/24/2013 China/Asia Economic Outlook: Second Quarter 2013 (Chinese version)在逐渐改善的外部环境和支持性的政策下,亚洲经济体持续增长。然而,2013年初的增长速度略微低于预期,我们稍稍调低了2013-14年亚太区的增长率,从5.8%调至5.4%。 |
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05/10/2013 China/Asia Economic Outlook: Second Quarter 2013Asian economies continue to grow amidst a gradually improving external environment and accommodative policies. In China, we have maintained our 8.0% growth projection for 2013-14 |
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04/29/2013 Taking stock of Indias reforms to restart growth
After achieving near double-digit annual growth, India has lost steam with growth falling to 5% in 2012. To revive growth, the government has come under increasing pressure to fast-track reforms. |
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12/21/2012 China Real Estate Outlook 2012.
We estimate that national housing price levels are, on average, now broadly in line with underlying fundamentals due to price moderation since early 2011, although pockets of overvaluation remain |
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12/21/2012 China Real Estate Outlook 2012 (Chinese version)
据我们估计,由于自 2011 年初以来价格缓和,平均而言,全国住房价格水平现在大致符合基本面因素,尽管仍然存在估价过高的情况。 |
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06/19/2012 China Automobile Market Outlook 2012In our first annual Automobile Market Outlook for China we describe the evolution of the domestic auto market, which by 2009 had become the worlds largest, and assess the outlook for the coming years |
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06/19/2012 China Automobile Market Outlook 2012 (Chinese version)这是我们对中国汽车市场的第一份年度展望报告。该报告描述了2009年即已成为全球最大汽车市场的中国市场发展现状,并对未来几年的中国汽车市场前景进行了评估 |
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03/19/2013 China Banking Watch. An update on Chinas shadow banking activity: have the risks increased? (Chinese Version)
2011年,中国影子银行活动减速,但随着当局政策转向增长支持型,其在过去一年再次出现急速增长。 |
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03/08/2013 China Banking Watch. An update on Chinas shadow banking activity: have the risks increased?
After moderating in late 2011, shadow banking activity has boomed again over the past year on the authorities shift toward a more growth-supportive policy stance. |
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02/05/2013 The Sequence of China Financial System Reforms近期的自由化措施旨在缓解金融抑制、带动经济发展和保持金融稳定。中国应充分考虑到改革顺序的重要性,依照惯例优先放开国内金融体系,然后是汇率改革和资本账户开放。 Author: Xia Le, Stephen Schwartz and Alicia Garcia HerreroSource: New Finance |
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01/03/2013 Five challenges for India in 2013After a disappointing 2012, India heads for an uncertain 2013. Here are five key challenges we would recommend the Indian economic authorities to focus on. Author: Sumedh Deorukhkar; Alicia García-HerreroSource: BBVA Research |
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05/16/2013 Macroeconomic Analysis Asia Flash | 16 May 2013: Japan's Q1 GDP beats expectations; China FDI inflows slow; India introduces inflation indexed bonds; Australia postpones budgetJapans Q1 GDP beat expectations, in the latest sign that Abenomics is working to improve growth prospects. |
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05/14/2013 Macroeconomic Analysis India Flash: April WPI inflation drops below 5%, supporting the case for another rate cut in JuneTackling food inflation through adequate supply side response is crucial to keep inflation low; First quarter industrial growth supports tepid pick up in Indias 1Q13 GDP growth. |
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03/05/2013 HKFFIA Speaker Luncheon, Hong KongPresentation of ''Europes Economic Perspectives in a Global Context'' The presentation offers BBVA Research's views on the short and medium term economic outlook for Europe as well as the prospects for further integration. |
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01/24/2013 Matching Contributions for Pensions: A Review of International Experiences. The World Bank | Washington, D.C. January 24th, 2013
The emerging role of matching contributions Presentation by David Tuesta at ''Matching Contributions for Pensions: A Review of International Experiences''. The World Bank | Washington, D.C. January 24th, 2013 |
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03/22/2013 Deleveraging from Emerging Markets: the Case of Euro-area BanksThis paper shows stylized facts, based on aggregate and sector specific data, on the rather large retrenchment of cross-border lending by Euro-area banks into emerging markets. Author: Alicia Garcia Herrero and Fielding ChenNº 13/13 |
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01/22/2013 Latin American Commodity Export Concentration: Is There a China Effect?
Latin America has been experiencing a commodity exports concentration. Is the rise of China partly responsible for the increase? We ran formal regressions to explain it across countries and over time. Author: K.C. Fung, Alicia Garcia-Herrero, Mario Nigrinis OspinaNº 13/06 |