Bloomberg China Brief

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Bloomberg's China Brief is a Chinese language newsletter that provides proprietary financial news, data and analysis. For more information please visit bloombergbriefs.com

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<ul><li> 1. 12.10.12BRIEF www.bloombergbriefs.com 6.50 12013 6.45 3 3 6.405 6.35Robert Litan6 6.30 6.25 7 6.20Paul Sweeney 12/122/134/136/138/138 5%1 56 12540 11510520 95022585 75-20 DAX 12/10/11 2/10/124/10/12 6/10/12 8/10/1210/10/12 12/10/12CAC 40 100 2013Tamara Henderson Bovespa 500 10% 14%9% -2.0-1.00.01.02.03.04.05.0 8% 12% 7%10% 6% 5%8% 5.0% 6% 4%Hundreds 3%4% 4.5% 2% 2%1% 4.0% 0% 0% 2001 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 NT 3.5% 3.0% 2012 2013 2.5%1 3 2.0%8/12 11/12 2/135/138/1312345678</li></ul> <p> 2. 12.10.12 www.bloombergbriefs.com Bloomberg Brief | 22013 2013200862%201111 2014 12 6 61216 2009 2008 37.4%33.2% 1127 59811 20 9129 102723% 15% 13% 2009 513428 5 18,000 121 GMS11222008 37% 26%16%40 12 14 222127 12075 6 64% 4614Click here for English 12345678 3. 12.10.12 www.bloombergbriefs.com Bloomberg Brief | 3Susannah Birkwood201212-18 IPO12 2013 2012 Ian ODonnell Richard Tan (Cooley) 250 200 150100 50 201202012 -502011 -100 47%0 -150200400 600800 10002013 201210 (Thomas G Tsao) YY.com 20132012 2012 Lucian WuYY.com Paul Capital(Marcus Thompson) 2010 2012 IPO 2013 (IPO) 12345678 4. 12.10.12 www.bloombergbriefs.comBloomberg Brief | 4 Rob Petty 900800 700 (William Bao Bean) 600 20125004003002002013100 0 20062007 20082009 2010 2011 2012 2012 2013 10 IPO(Android) IPO 90% Robert Ashworth Freshfields IPO Click here for English // // 100%ccheung150@bloomberg.net+852 2977 480512345678 5. 12.10.12 www.bloombergbriefs.comBloomberg Brief | 52012 3.5 LDK 20152005LDK9815 LDK SOLAR2007 2014 400 $9,806 8 AAA$3523507 AA+ AA300 6 AA-2505 A+2004$44A1503 A-$20 $9BBB+1002 BBB50 $24 1 BBB- 0 0 BB+ 2012 2013 20142015 2016 2017 20122015 2018 2021 2024 2027 12/5/11 2/5/124/5/126/5/12 8/5/1210/5/12 4 2012072.4 122011 ()12/03/2012 LDKLDK 4.3710/23/2012 3LDK22.4110/19/2012 LDK24.8106/28/2012 Solar Green Technology Spa Solar Power Inc LDK 3.9001/02/2012 Sunways AG LDK41.7801/02/2012 Sunways AG LDK14.2301/06/2011 LDK240.0001/06/2011 Solar Power IncLDK31.53 thecrystalline module manufactur-02/26/2010LDK LDK New Energy Holding Ltd 21.50 ing plantJiangxi International Trust11/17/2009 Polysilicon PlantLDK 219.73Investment Co Ltd07/14/2009 Solar Green Technology Spa LDK Xinyu Chengdong Investment and01/07/2008 Jiangxi Sinoma New Material Co Ltd LDK 2.34Construction Co Ltd 12345678 6. 12.10.12 www.bloombergbriefs.com Bloomberg Brief | 6Robert Litan 80%73%2013 70%68%% 63% 60% 54%113050%41%37% 37% 36% 40% 30%GDP200820%110% 0%GDP 2005 2006 2007 200820092010 20112012(Carmen Re-inhardt)(Ken Rogoff)80%GDP1080%6 2022 (Richard Kogan) 10 GDP 2012-132 GDP 73% 201181010101.54 GDP60%20012003 9 Robert Litan102.2% Click here for English GDP202212345678 7. 12.10.12 www.bloombergbriefs.com Bloomberg Brief | 7MSCI % %52 52 12 10 52 52 5CDS MXAU Index926.4 0.9%8.8% 806 929 12.9 GACGB10 Index3.17% 4.8-62.4 2.8 4.339.4 MXCN Index 61.0 0.2% 13.5%52 629.6GCNY10YR Index 3.56% 1.0 10.0 3.2 3.658.7 MXHK Index11232.8-0.3% 23.4% 8,849 11264 15.1 HKGG10Y Index0.59%-0.4-86.3 0.5 1.6 na MXID Index 5069.7-0.1%7.9% 4,264 529113.1 GIDN10YR Index 5.38%-0.2-76.6 5.0 6.6 123.0 MXIN Index762.5-0.5% 20.9% 590 766 14.3 GIND10YR Index 8.17% 0.1-43.9 8.0 8.8 na MXJP Index486.3 0.2%7.3% 427 539 12.5 GJGB10 Index 0.71% 0.2-31.4 0.7 1.172.9 MXKR Index569.2 0.6%7.0% 504 599 8.3GVSK10YR Index 3.06%-1.0-73.0 2.9 4.1 63.3 MXMY Index573.9 0.1%7.2% 535 594 13.5 MGIY10Y Index3.52% 2.6-18.5 3.4 3.771.0MXPH Index MXSG Index MXLK Index TAMSCI Index 958.01652.9 573.3 276.5 0.4% 1.1%-0.2% 0.5%36.9%15.7%10.7%12.0%6961,395486238958166063328916.9 na na na PDSF10YR Index MASB10Y Index GGSL10YR Index GVTW5YR Index*54.40%1.30% 13.33%0.88% -3.9 -1.0 -1.50.0-141.4 -46.0 332.6 -12.2 4.4 1.310.0 0.9 6.2 1.8 14.8 1.099.6 na na na MXTH Index494.8 0.1% 20.9% 404 495 11.2 GVTL10YR Index 3.52% 1.8 26.5 3.2 3.986.2 MXVI Index471.6-0.8%1.3% 420 606naGGVN10YR Index 10.20% 0.0 -230.0 9.6 12.7na MXUS Index 1354.2 0.3% 13.1% 1,150 139912.8 USGG10YR Index 1.62%-0.2-44.1 1.4 2.4 37.5 MXBR Index 2605.2 0.8% -12.0%2,409 34879.8GEBR10Y Index9.12%-2.3 -349.0 9.1 11.3108.0 MXMX Index7017.3 0.8% 22.5% 5,406 704016.8 GMXN10YR Index 5.40%-0.4-95.0 5.0 6.6 97.9 MXZA Index 971.9 -0.1% 13.7%824973 11.6 GSAB9YR Index*96.54%-4.2 -135.5 6.5 8.3 150.5 MXAT Index108.5 -0.7% 20.1% 861119.9 GAGB10YR Index 1.70%-2.8 -151.4 1.7 3.440.5 MXBE Index 62.50.6% 38.2% 446313.8 GBGB10YR Index 2.09%-2.8 -237.2 2.1 4.675.1 MXFI Index74.31.4%9.3% 597915.2 GFIN10YR Index 1.55% 0.1 -109.6 1.3 2.627.5 MXFR index 100.90.2% 14.9% 82101 10.7 GFRN10 Index 1.96%-3.4 -125.8 2.0 3.484.3 MXDE Index 105.6 -0.2% 22.0% 82106 10.6 GDBR10 Index 1.30%-0.1 -80.91.2 2.1 31.3 MXGR Index12.40.6% -5.1%91713.2 GGGB10YR Index 14.46% -50.0 -1954.0 14.5 37.1na MXIE Index 25.40.3% 12.2% 222816.8 GIGB9YR Index*9 4.58% 5.9 -418.7 4.4 8.8 204.2 MXIT Index 47.1 -0.8%1.2% 3852 9.1 GBTPGR10 Index 4.53%-4.9 -146.6 4.4 7.2 255.2 MXNL Index82.20.4% 18.7% 668210.7 GNTH10YR Index 1.53%-0.1 -101.4 1.5 2.641.8 MXPT Index 48.40.7% -7.9% 395311.4 GSPT10YR Index 7.56% 2.9 -538.6 7.5 17.4473.8 MXES Index 85.8 -0.8% -9.2% 659710.4 GSPG10YR Index 5.46%-1.8 2.54.9 7.6 298.0 MXDK Index 4489.6 0.4% 31.9% 3,334 456515.3 GDGB10YR Index 1.01% 0.6 -105.9 1.0 2.129.7 MXHU Index 975.1-0.3%5.6% 881 11098.0GHGB10YR Index 6.69%-6.0 -185.0 6.5 10.7295.7 MXPL Index 1691.5-1.2%9.6% 1,415 171211.1 POGB10YR Index 3.94%-9.7 -195.3 3.9 6.084.8 MXSE Index 8409.7 0.1% 15.0% 7,097 859112.9 GSGB10YR Index 1.44% 0.6-28.1 1.1 2.118.0 MXGB Index 1752.4 0.2%7.1% 1,559 176511.4 GUKG10 Index 1.74% 0.1-49.2 1.4 2.432.7 MXNO Index2288.3 -0.1%8.2% 1,984 2440 naGNOR10YR Index 2.13%-2.3-34.1 1.6 2.6 17.4 MXRU Index780.20.3%4.3%657940naMICXRU10 Index 6.99%-9.2 -176.5 7.0 9.0 134.5 MXCH Index 897.20.2% 19.0%741897 13.1 GSWISS10 Index 0.39%-0.8-41.5 0.4 1.0na MXTR Index1085758.00.6% 41.3% 715.5K1085.8K 10.5 TGBY10T0 Index 6.63% 2.0 -308.0 6.5 9.8 126.5 5252 1 52 52 1 %% Z % % Z SHIF3M Index3SHIBOR 3.84%0.3 -164.13.6 5.6 -0.3 AUD Curncy 1.05 0.0%4.1%1.01.10.6 CCSDO2 Curncy 2 2.87%0.0 -32.2 2.5 3.3 -0.3 CNY Curncy 6.22 -0.1% 2.3%6.26.4 -0.1 BOCRYLD Index 4.74%0.0 4.7 6.0 -1.4 HKD Curncy 7.75 0.0%0.4%7.77.8 -1.2 INR Curncy 54.48 0.6% -5.1%48.757.2 0.5 JY0003M Index 3LIBOR0.18%0.0-1.4 0.2 0.2 -4.0 IDR Curncy 9708.0 0.6% -6.9% 8888 9708 1.6 TI0003M Index 3TIBOR0.32%0.0-1.7 0.3 0.3 -2.3 JPY Curncy 82.57 0.1% -5.6%76.283.7 1.8 JYSW2 Curncy20.22% -0.1 -15.8 0.2 0.4 -2.4 MYR Curncy 3.06 0.0%3.4%3.03.2 -0.7 NZD Curncy 0.83 0.1%9.2%0.80.81.2 AU0003M Index 3LIBOR3.26% -0.2 -137.23.3 4.7 -2.0 PHP Curncy 40.95 0.0%5.7%40.8 44.1-1.7 HIHD03M Index 3HIBOR0.40%0.16.80.3 0.4 -0.1 SGD Curncy 1.22 0.0%6.5%1.21.3 -1.4 JIIN3M Index3JIBOR4.92%0.0 -41.4 4.1 5.30.7 KRW Curncy 1079.53 -0.2%6.2%1080 1185-2.2 NSERO3M Index 3MIBOR8.69% -4.0 -98.0 8.6 11.5-1.1 LKR Curncy 128.55 0.0% -11.4% 113.8 134.00.2 KLIB3M Index3KLIBOR 3.21%0.0 -2.03.2 3.20.9 TWD Curncy 29.06 -0.2%3.8%29.0 30.4-1.7 PREF3MO Index 3PHIREF0.53%0.0 -240.7 (0.2)3.6 -1.6 THB Curncy 30.67 0.0% 1.7%30.3 31.9-1.1 SIBF3M Index3SIBOR 0.38% -0.1 -1.00.4 0.4 -1.4 VND Curncy 20840 0.0% 0.8% 20.8K 21K -0.7 KWSWOOC Curncy3OIS2.81%0.0 -46.0 2.8 3.3 -1.5 SLBR3MON Index3SLIBOR13.55%0.0 405.0 9.4 13.6 1.5 BRL Curncy 2.08 -0.1% -13.3% 1.7 2.1 1.1 BOFX3M Index3BIBOR2.87% -0.1 -41.8 2.9 3.3 -2.3 CAD Curncy 0.99 -0.1% 4.1% 1.0 1.0 -0.9 VNCD3MO Index 3VNIBOR 7.19% 27.1 -630.06.3 13.5-0.9 MXN Curncy 12.84 -0.1% 7.6%12.6 14.4-0.9 .TED3M Index3Ted22.3-0.5 -31.820.1 58.1-1.5 ZAR Curncy 8.67 0.2%-4.6%7.4 8.91.3 .LIBORIOS F Index 3LIBOR OIS16.5 0.0 -28.515.6 50.1-1.6 JPEIPLSP IndexEMBI+263.8-1.6 -102.4248.3 430.1 -1.5 GBP Curncy 1.60 0.0% 2.9%1.5 1.60.9 DKK Curncy 5.78 0.2%-2.4%5.5 6.2 -0.1 52 52 30 EUR Curncy 1.29 -0.1% -2.1%1.2 1.30.2 % % HUF Curncy219.49 0.2% 5.8%212.0 249.4 -0.8 NOK Curncy 5.68 0.2% 2.7%5.6 6.1 -1.1 SPGCAGTR Index781.3 -0.9% 18.8%621891.3 46.0 PLN Curncy 3.19 0.2% 8.3%3.1 3.6 -0.6 RUB Curncy 30.81 -0.3%1.5% 29.0 33.7-0.3 SPGCINTR Index 1580.0 0.3% -1.2% 1,423 176455.9 SEK Curncy 6.68 0.0% 2.9%6.5 7.3 -0.6 GC1 Comdty 1704.2 0.0% -0.5% 1,537 179448.1 CHF Curncy 0.94 0.1% 0.2%0.9 1.0 -0.1 TRY Curncy 1.79 0.0% 4.5%1.7 1.9 -0.5 SPGCENTR Index 1025.0-0.5% -7.7%896122144.4 AUDJPY Curncy86.6 0.1%-9.3% 75.7 88.4 1.6 CRY Index CRB 295.9-0.7% -3.4% 267 325.9 46.6 GBPJPY Curncy 132.4 0.1%-8.3%117.7 132.81.7 SPGSCITR Index4789.6 -0.5% -2.3% 4,226 538844.5 EURJPY Curncy 106.6 -0.1% -3.6% 94.3 110.81.1 DBLCDBAT IndexDBIQ235.4-0.2%1.4% 209 250.1 48.5 CHFJPY Curncy88.2 0.0%-5.8% 78.5 91.9 1.1 Source: Bloomberg. Updated at 8:24 a.m. Hong Kong time 12345678 8. 12.10.12 www.bloombergbriefs.com Bloomberg Brief | 8Paul Sweeney 16%20129%18%265 3.7%20%1.3%6.4% 15%7%20132013 5.8%4.1% 200820169%-10%26105 25%{BI ADVTG} Click here for English Bloomberg Brief Newsletter Ted Merz Executive Editor tmerz@bloomberg.net +1-212-617-2309Bloomberg News Dan Moss Executive Editor dmoss@bloomberg.net+1-202-624-1881 Newsletter EditorsScott Johnson Nipa Piboontanasawat sjohnson166@bloomberg.net npiboontanas@bloomberg.net+852-2977-4702 +852-2977-6628 Anthony Richardson Rob Williams arichardso21@bloomberg.net rwilliams80@bloomberg.net +852-2977-4673 +1-212-617-8844 Staff Economists Tamara Henderson Michael McDonough thenderson14@bloomberg.net mmcdonough10@bloomberg.net +65-6212-1140 +852-2977-6733 BI ADVTGJoseph Brusuelas Richard Yamarone jbrusuelas3@bloomberg.net ryamarone@bloomberg.net +1-212-617-7664 +1-212-617-8737David Powell Niraj Shah dpowell24@bloomberg.net nshah185@bloomberg.net +44-20-7073-3769 +44-171-330-7500 Newsletter Nick Ferris Business Manager nferris2@bloomberg.net +1-212-617-6975Advertising ccheung150@bloomberg.net+852 2977 4805Reprints &amp; Lori Husted Permissions lori.husted@theygsgroup.com 7%+1-717-505-9701 BRIEF www.bloombergbriefs.com econbrief@bloomberg.net 2012 Bloomberg LP. BI ADVTG12345678</p>