Asia Firms and the Global Profit Super Cycle

Garner, Jonathan/ Morgan Stanley Asia, Ltd. (COR)

Palgrave Macmillan（2017/02発売）

• 製本 Hardcover:ハードカバー版／ページ数 256 p.
• 言語 ENG
• 商品コード 9781137505439
• DDC分類 658

Full Description

This book, written by a seasoned economist and strategist, argues that we are in the middle of a super-cycle in corporate profits grounded in deep structural forces within the global economy. Combining data and corporate case studies, this book shows how selected Asian and emerging market companies are succeeding in this environment.

Contents

List of Exhibits Introduction 1. The Formation of a Global Labour Market and its Consequences 2. The Rapid Development of the EM Middle Class Drives Structural Change in the Global Economy 3. GLITAA Theory, the DM Credit Super-cycle and the Prospects for Further EM Leveraging 4. An Acceleration of Technological Advancement and Adoption 5. A Super-cycle for Corporate Profits Driven by the GLITAA Process 6. GLITAA Theory and Returns on Capital - Four Predictions 7. Putting GLITAA Theory to Work: Structural Change in the Chinese Economy and Equity Markets 8. Is the GLITAA Effect Fading? What are the Investment Implications if it is Sustained? 9. Asian Firms and the GLITAA Theme Company Profiles Index