以下為麥格里所出具有關於台灣資產股、營建股及相關原物料個股的研究報告。
Taiwan property & material
A tough year ahead
The Macquarie economics team has sharply reduced its Taiwan GDP growth forecasts to 2.8% and -2.0% in 2008–09E from 3.6% and 4.0% in anticipation of a severe impact from the financial turmoil and slowing growth in China. Although we expect some longer-term positives to emerge from improving cross-strait
relationship, this is unlikely to be sufficient to offset the anticipated global economic decline. While we believe the decline in construction activity and property prices in Taiwan is likely to be less severe than in other regional cities on a lower base, the downward trend is inevitable.