| 所在主题: | |
| 文件名: CS-Global Equity Strategy_RMB revaluation-100426.pdf | |
| 资料下载链接地址: https://bbs.pinggu.org/a-622082.html | |
| 附件大小: | |
|
外行投资报告示范帖,大家可以比较下大脚的报告形式是否和我有点像
【出版时间及名称】:CS-Global Equity Strategy- RMB revaluation-100426 【文件格式】:PDF 【页数】:36 【目录或简介】: Table of contents RMB revaluation 3 What are the potential costs/benefits from China’s point of view? 4 How undervalued are RMB and Asian currencies? 6 An asset bubble in the making 7 What happened when the RMB revalued in July 2005? 9 Who are the likely winners? 11 Who are the likely losers? 16 Stay overweight of Non-Japan Asia 17 We do not think this will lead to a sell-off in US Treasuries 21 Appendix 1: RMB revaluation 23 Appendix 2: China consumption growth 24 Appendix 3: Stocks with high NJA exposure 25 Appendix 4: GDP and PCs per capita 28 Appendix 5: Companies at risk from Chinese competition 29 Appendix 6: GEM currencies since 2007 30 |
|
熟悉论坛请点击新手指南
|
|
| 下载说明 | |
|
1、论坛支持迅雷和网际快车等p2p多线程软件下载,请在上面选择下载通道单击右健下载即可。 2、论坛会定期自动批量更新下载地址,所以请不要浪费时间盗链论坛资源,盗链地址会很快失效。 3、本站为非盈利性质的学术交流网站,鼓励和保护原创作品,拒绝未经版权人许可的上传行为。本站如接到版权人发出的合格侵权通知,将积极的采取必要措施;同时,本站也将在技术手段和能力范围内,履行版权保护的注意义务。 (如有侵权,欢迎举报) |
|
京ICP备16021002号-2 京B2-20170662号
京公网安备 11010802022788号
论坛法律顾问:王进律师
知识产权保护声明
免责及隐私声明