 |
| 丁璐 |
美国银行
Merrill Lynch. |
一场出场：1
总出现：3
分析师首次亮相：2011年 |
丁璐2011年第三名首次亮相，2012年的第2位，今年完成了他直接攀登列表的顶部。美国银行Merrill Lynch经济学家拥有“良好的宏观经济形势掌握”，主持一个支持者，“有一些深刻和富有洞察力的分析。”鲁说，中国经济处于“结构下行趋势”，借鉴了第四季度失去动力损失的证据。顺序真正的国内生产总值第三季度是特殊因素的结果，他注意到，消费者价格指数通胀自9月以来已达到3％以上，政府正在追求更少的增长支持政策。The 38-year-old is forecasting real GDP growth of 7.7 percent for this year and 7.6 percent for 2014. In this environment China’s central bank will, he believes, “slightly shift its policy from monetary expansion in the third quarter to a neutral stance featuring no further easing and no tightening.” Overall, Lu maintains “a certain level of confidence,” he says, in the nation’s financial and economic stability, adding that China-related financial assets have been overly sold off for a few months in each of the past several years. “In hindsight we view those as missed opportunities to buy on dips,” he explains. “We expect this phenomenon to happen again in 2014 and see it as a potential opportunity.” Lu joined the firm in 2006 after earning a Ph.D. in economics at the University of California, Berkeley. He also holds bachelor’s and master’s degrees in economics from Beijing’s Peking University. “Lu does serious and thorough research and does not just follow the crowd,” another loyalist attests. —Carolyn Koo. |
