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<P><FONT size=6>HSBC 汇丰：中国股市投资策略报告 </FONT></P>
<P><FONT size=6> 09.27 5页</FONT></P> <P><BR></P> <P>China Strategy<BR>What does trading liquidity tell us?<BR>􀀗 We analyse changes in average daily trading volume for MSCI<BR>China sectors since 17 August 2007 and the last three months,<BR>six months, 1-yr and 3-yr, along with the last three corrections<BR>􀀗 Momentum trading (sectors that have seen rising daily trading<BR>volume, like materials and industrials) has been the right<BR>strategy to outperform but, sector rotation is underway<BR>􀀗 With the market up 63% y-t-d and 487% since 2003, valuation<BR>is rich at 21x12m forward PE. Reiterate sector call to switch<BR>from cyclicals to energy and financials, and raise utilities to<BR>neutral</P> |
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