发帖
雷达卡
DB China Themes & Strategy for 2011 110103.pdf
(1.69 MB, 需要: 4 个论坛币)
2011 economic outlook ..................................................................... 3
Equity-market strategy ................................................................... 14
Theme #1: Financial reform............................................................ 21
Theme #2: Public housing............................................................... 29
Theme #3: An updated “equipment” basket ................................ 35
Theme #4: Consumption shift towards services........................... 45
Theme #5: Energy saving and environmental protection ............ 59
Theme # 6: Acceleration of inland development .......................... 67
Appendix A: Deutsche Bank China universe ................................. 74
京公网安备 11010802022788号
