第三队
丁璐BOFA Merrill Lynch全球研究
新人婷璐第三名。In November, as investors were pulling out of equities over fears of excessive government intervention to contain accelerating inflation, the BofA Merrill Lynch Global Research economist advised investors that the concerns were overstated: “Inflation won’t be out of control, the Chinese economy is not overheated, growth is still a priority, and austerity measures are unlikely to be too draconian,” he wrote. He predicted the country’s inflation rate would range from 4.5 percent to 5.5 percent in the first half of 2011, then slow to 4 percent in the second half. China’s year-over-year inflation rate reached a 32-month high of 5.4 percent in March, then slowed to 5.3 percent in April, according to the National Bureau of Statistics. Lu “does more serious and thorough research than other economists — he doesn’t just follow the crowd. That’s why sometimes his view is lonely initially, but eventually it becomes the consensus.”