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| 文件名: 2012-09-18_J.P摩根证券亚洲_JPM China View：Life In The Slow Lane.pdf | |
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Macro Sectors...........................................................................3
Consumption ............................................................................3 Investment ................................................................................4 Trade..........................................................................................5 Energy & Utilities......................................................................5 Performance & Earnings revisions .........................................6 Economics ..............................................................................11 Technical Analysis .................................................................12 Automobiles............................................................................13 Banks.......................................................................................14 Cement ....................................................................................15 Consumer................................................................................16 Energy (O&G)..........................................................................17 Gaming ....................................................................................18 Healthcare ...............................................................................19 Infrastructure ..........................................................................20 Insurance ................................................................................21 Internet ....................................................................................22 Metal & Mining ........................................................................23 Real Estate ..............................................................................24 Ship Building ..........................................................................25 SMID-Caps ..............................................................................26 Technology hardware ............................................................27 Telecom...................................................................................28 Transportation ........................................................................29 Utilities & Power Equipment..................................................30 Q-Profile for China..................................................................31 |
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