1. Stocks/Bond Markets
2. Gross Investment
   1. Drivers
      1. Bank Reserve Requirements
      2. Interest Rates
         1. Higher rates decrease lending, but also increases entry of fgn capital
      3. Govt. Encourage Lending
         1. SOE
         2. SMEs
            1. Special service desk for SMEs
            2. Interest subsidies by local govts.
            3. Local Govt guarantees partial repayments to lending banks
            4. Min. of Finance also pledges 1.8B RMB to support local govts
   2. Construction
   3. Home Purchases
      1. Controls
         1. Investment in affordable housing
         2. Down Payment sizes
         3. Transaction Taxes
   4. Acquisitions & Consolidation
      1. Assets
      2. Competitors
      3. Product Lines
3. Consumption
   1. Private Consumption
      1. Raise Incomes
         1. Urban
            1. Reduce income tax rates
            2. Reduce bank savings
            3. Subsidize purchases
            4. Automobiles
            5. White Goods
         2. Rural
            1. Price controls (agricultural goods/oil)
            2. Subsidize purchases
            3. Vans
            4. Motorcycles
            5. White Goods
      2. Manufacturing
         1. Metrics
            1. Purchasing Manager's Index (PMI)
            2. http://en.wikipedia.org/wiki/Purchasing_Managers_Index
         2. Industries
            1. Automotive
            2. Subtopic 3
            3. Subtopic 4
   2. Metrics
      1. Consumer Confidence Index
         1. NBS
         2. Nielsen Reports
4. Trade (Net Exports)
   1. Exports
      1. Manufacturing
         1. Metrics
            1. Purchasing Manager's Index (PMI)
            2. http://en.wikipedia.org/wiki/Purchasing_Managers_Index
         2. Industries
            1. Subtopic 4
            2. Automotive
            3. Retail
      2. Govt. Policy
         1. Value Added Tax (VAT) rebates
         2. Relaxed enforcement of Environmental regulations
         3. Subtopic 3
   2. Imports
      1. Raw Materials
         1. Oil
         2. Iron Ore
         3. Coal
5. Govt. Spending
   1. Stimulus Spending
      1. Benefits
         1. Job creation
            1. Largest # of college graduates unemployed
            2. 16M unemployed; 9M urban registered unemployed
            3. Relaxation of labor restrictions and wage controls
         2. Contribute to GDP growth
         3. Boost consumer confidence
      2. Downside
         1. Real projects???
         2. Corruption
      3. Infrastructure
      4. Environment