... 2-1... 2-2... 2-6... 2-9... 2-12... 2-13 2005 1000 2006 20083 2006 2006 2-1
2-2
2005 2006 IMF 2005 5.1% 4.3% 2006 2005 3.4% 0.2% 2006 2005 911 2005 2006 2-3
2006 2006 8.5% 1.7 1.6 1.2-0.3 8.3 4.3 3.2 7.0 4.1 5.3 4.4 4.4 2.6 2.7 1.2 1.4 9.5 3.4 1.4 3.1 5.3 6.9 4.9 3.6 4.0 4.2 2.2 2.7 9.5 6 8.4 4.6 7.1 6.1 5.1 6.0 3.4 3.6 1.6 2.4 9.3 3.8 4.1 3.9 5.0 3.9 5.3 4.5 3.4 3.4 2 1.9 8.4 4.1 4.7 6.0 5.2 4.5 4.8 4.4 2006 2005 2005 4% 2-4
2006 2006 3% 2006 2.8%3% 2006 2005 2006 2006 2006 4% 4% 2003 2004 2005 2006 94.11.17 94.10.21 94.11.10 94.11.17 94.10.21 94.11.10 3.43 6.07 3.80 3.53 3.51 4.08 4.02 3.96 0.94 3.91 3.05 3.06 3.09 3.06 2.81 3.07-0.26 30.96 3.00 7.80 9.66 3.60 6.54 4.10 10.94 14.83 6.12 2.72 2.74 7.96 4.47 3.96 6.72 18.55 4.40 2.17 2.37 6.50 3.41 1.95-0.30 1.60 2.20 2.19 2.43 1.50 1.50 1.66 2-5
1990 2000 (1990/09~1996/03) (1996/04~1998/12) (1999/01~2001/09) 7228 10256 10393 ( 30 ) 3098 4474 5422 3411 2001 SARS 7135 20045 20058 2-6
2006 11 20054 5565 20038 5255 2004 6481 12 2006 11 5255 2006 ( 2-7
2-8 ) 199410 7.65%(11 ) 19978 6.97%( 2 1997 6.91% ) 20002 7.92%(5 ) 648420024 ( 11 ) 7135 20043 ( 8 ) 2005 2006 2.49%2.97%4.78%5.28%4.48%4.27%4.01%3.6% 2005 95 0.2 2000.2 4000.2 6000.2 8000.2 10000.2 12000.2 J-91 O-91 J-92 A-93 J-94 O-94 J-95 A-96 J-97 O-97 J-98 A-99 J-00 O-00 J-01 A-02 J-03 O-03 J-04 A-05 J-06 O-06-6 -4-2 0 2 4 6 8 10 Taiex GDP (R)
2006 4% 2006 2005 M2 M1B 2004 2-9
2-10 0 2000 4000 6000 8000 10000 12000 Jan-95 Aug- Mar- Oct-96 May- Dec- Jul-98 Feb- Sep- Apr- Nov- Jun-01 Jan-02 Aug- Mar- Oct-03 May- Dec- Jul-05-20 0 20 40 60 80 100 120 M1b % () 200410 200511 16.6 20 2006
JF MSCI 2005 1226 5600 200,000 12000 150,000 10000 100,000 50,000 0-50,000-100,000 Jan-97 Sep-97 May-98 Jan-99 Sep-99 May-00 Jan-01 Sep-01 May-02 Jan-03 Sep-03 May-04 Jan-05 Sep-05 8000 6000 4000 2000 ( ) 0 GDP 2006 4% 2006 5600 7100 2006 1500 2005 2-11
IC 2006 2-12
2006 2006 5600 7100 1500 2-13