Professional Documents
Culture Documents
2016
2016
2016
2016
2016
2016
2016
2016
2016
Fed
2016G20
OPEC
ECBBOJ
TPP
TTIP
2016
2016
2016
2016
Fed
Fed
FedECBQE
2016
2016
()
(%)
2.4
1.6
0.8
6.6
2.1
CPI(%)
2.0
1.1
0.7
2.0
0.8
(%)
2016
1.5
0.05
0~0.1
4.1
1.75
1.08
126.5
6.35
33.5
2016
2016
()
(%)
1.6
1.0
0.4
6.0
1.2
CPI(%)
1.4
0.6
0.2
1.6
0.4
(%)
2016
1.0
0.05
0~0.1
3.85
1.50
1.0
130.0
6.63
34.3
2016
2016
()
(%)
2.7
1.8
1.1
6.8
2.4
CPI(%)
2.2
1.4
1.0
2.5
1.4
(%)
2016
2.0
0.05
0~0.1
4.35
1.875
1.15
120.0
6.25
32.6
10
2016
11
2016
120
106
92
73
58
37
45
39
36
24
12
NBER
12
77
2016
2016
2016
()
2016
3.75%
3.00%
1.50%
bloomberg
2016
2 GDP
GDP
bloomberg
2016
bloomberg
2016
2 (CRB)
CRB
60
2016
(ex Jpn)
2014
1,161
150
127
-88
-44
-60
2015
-1,247
1,132
549
-217
-307
-64
2014
1,319
842
-56
2015
677
160
26
201510/28
2016
4 MSCI
MSCI (+9.95)
10
MSCI (+8.67)
MSCI (+1.03)
- MSCI (-7.85)
10
MSCI (-26.42)
10
bloomberg
2016
bloomberg
2016
1 2016
2015
2016
4.0%
4.5%
6.5%
6.4%
-0.3%
0.8%
6.8%
6.3%
1.6%
7.3%
7.5%
1.2%
1.5%
-3.8%
-0.6%
0.6%
1.0%
-3.0%
-1.0%
2015
2016
3.1%
3.6%
2015
2016
2.0%
2.2%
2.6%
2.8%
1.5%
1.6%
1.5%
IMF (2015/10)
10
2016
2 GDPvs(CRB)
CRB
GDP
bloomberg
11
2016
3 GDP(2014)
68.5%
16.4%
18.2%
-3.1%
100%
55.0%
19.6%
21.1%
4.3%
100%
60.1%
16.7%
20.8%
2.4%
100%
37.9%
45.9%
13.5%
2.7%
100%
53.2%
17.4%
18.9%
10.5%
100%
12
2016
4 -
2007
2008
2009
2010
2011
2012
2013
2014
338
607
501
797
1,124
956
1,062
935
52%
56%
65%
61%
61%
61%
66%
66%
88
99
85
130
153
169
195
216
24%
26%
28%
28%
29%
33%
35%
40%
10
16
13
21
19
38
21
30%
37%
30%
41%
51%
48%
65%
46%
24
21
11
19
49
52
51
46
49%
51%
54%
54%
70%
76%
78%
76%
UNcomtrade (2014)
13
2016
5 -
2007
2008
2009
2010
2011
2012
2013
2014
799
1,293
893
1,353
1,968
2,208
2,197
2,283
7%
8%
10%
11%
12%
13%
14%
16%
31
29
34
64
134
202
247
302
1%
1%
1%
2%
3%
5%
5%
7%
UNcomtrade (2014)
14
2016
6
2016
15
2016
+
26.6%
11.5%
15.5%
+
69.5%
+
29.0%
+
27.2%
27.5%
25.0%
+
11.2%
+
10.5%
4.1%
9.9%
9.5%
21.9%
5.6%
10.3%
7.7%
2.4%
2.7%
4.3%
3.8%
2.2%
4.3%
7.4%
1.1%
2.6%
2.3%
3.0%
2.2%
4.2%
4.8%
1.1%
1.5%
1.7%
2.4%
UNcontrade(2014)
16
2016
8 2016
250
200
150
100
50
bloomberg
17
2016
9 2016
()
bloomberg
18
2016
10 2016
Euro
Yen
bloomberg
19
2016
11 2016
Australian Dollar
Real
Rand
Rouble
bloomberg
20
2016
12 2016
1.
2.
1.--
2.
3.
4.
1. --
2.
3.
4.
21
2016
13 2016
FED
22
2016
14 2016
23
2016
2016
-
-
24
2016
GDP2016
1IMFGDP
IMFGDP YoY%
YoY%
YoY%
()
bloomberg(2015/09/30)
GDP2016
YoY%
2016
2016
2
%()
bloomberg(2015/10/30)
2016
GDP
34GDP()
5,000
800
4,000
3,000
57%
48%
2,000
1,000
0
43%
46%
10%
43%
9%
480
320
160
(1996-2000)
(2001-2005)
(2006-2011)
(2011-2015E)
(2016-2020F)
()
158
297
677
1,429
()
196
326
723
1,294
()
72
91
157
261
8.60
9.76
11.25
7.81
6.5
()
31
35
199
()
48
54
327
627
GDP%
640
Wind(2015/09/30)bloombergIMF(2015GDPIMF)
GDP
GDP
2016
bloomberg(2015/10/30)
()
2016
MSCI
5
99
MSCI
96
(%)
CMoney(2015/10/20)
20162
MSCI10%3.9
2016
2016GDPPBR
62000GDP
GDP%()
%
IMFbloomberg(2015/10/30)
PBR=1.84~2.78
201648003200
2016
4000%
3000%
2995%
2000%
3808%
3507%
2527%
2310% 2054%
1875% 1654%
1369%
1000%
0%
1200%
800%
1146%
876%
746%
542%
400%
531%
445%
666%
524%
505%
0%
Wind
2016
2016
8
(2016 ~2020 )
( + )
( )
()
( )
()
( )
GDP6.5%GDP802010
2016
2016
92000GDP
%()
(20152016GDP)
GDP
10
2016
GDP45%
22.4%
23%
TTIP (
)
2014
187
300
GDP29%
0.6
19.2
10
TPP
RCEP
40
(
)
12
()
()
QUARTZCmoneyBloomberg
11
TPP 12
24
12.3
GDP 36%
28.3
8
2016
2016
102000GDP
GDP%()
(20152016GDP)Cmoney(2015/10/30)
GDP
201692007600
12
2016
112000
Cmoney
13
2016
2016
()
F
F
()Apple()
14
2016
ETF
122014ETF
ETF()
()
ETF()
AETF%
CMoney(2015/10/30)
ETF5%~10%
15
2016
()
1.
2.
(98049)
:110810
16
:02-27815995
2016
2016
60
2016
1026021.8760
25.86
60
2016
107
10365281107344
114
(103150)(103/8)
2016
1506541.0%
65
(103150)(103/8)
2016
VS.
2016
85(48.59%)
7.3(6.48.2)
65
2016
2 VS.
990.9 (1)103
1.17(3)
111
2,355.9
(103150)(103/8)
CIA(2014)The world Factbook 1=(15-49)
2016
3
3010335.4%
30-39(83.7%)
30
30(103)
=++
10
2016
4/
10311.9%17.9%
103
29.8%
(2013)103
11
2016
4/
103
55~64 985.0%1025.6%17.4%18.3%
65 989.2%10211.1%18.8%20.6%
12
2016
VS.
13
2016
104
104
10312
1047349
10312938
14
2016
15
2016
ML
12%
75.3
(13%)
20%
31
(5%)
30%
9.7
(2%)
40%
3.7
(0.6%)
_101
_102
16
2016
2016
2016
2016
2016
2016
2016
2016
1.
2.
()
1.
2.
3.
4.
1.
2.
3.
4.
1.
2.
3.
4.()
2016
2016
10