Deutsche Bank 长篇：Viewfinder，More Upside from Beta and Alpha in Asia

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       Deutsche Bank 5月 15 日长篇，42页。
　　Asian markets have outperformed most global indices year-to-date and over the last year，driven by reflation，an improving export environment and a renewed earnings revision cycle.Many of the key risks facing investors heading into 2017 have receded.Despite strong performance，Asia has more room to run，given still-attractive valuations（outright for North Asia and relative to history for the region），increasing inflationary pressures which should bolster earnings growth（the strongest driver of long-term Asian returns）and supportive regional thematics（Southbound flow，decreased political risks，improving shareholder returns）. 20170515-DEUTSCHE_BANK-ASIA_EQUITY_STRATEGY：VIEWFINDER，MORE_UPSIDE_FROM_BETA_A.pdf (3.83 MB, 需要: 2 个论坛币)

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关键词：Deutsche Deutsch upside Alpha Asia

谢谢~ 刚刚也在看这一篇