credit suisse 瑞信：中国2015经济展望 150页

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201101 cs China_in_2015.pdf (2.28 MB, 需要: 5 个论坛币)

2011-5-17 09:27:13 上传

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Table of contents
Diverging fortune despite growth 7
From “Gilded Age” to “Progressive Era”? 8
Profiling China 15
Sizing the markets 24
What could go wrong? 28
Picking the winners 34
Sectors 37
Airlines 38
Autos 41
Banks 46
Basic materials 49
Construction machinery 53
Consumer 57
Diversified financials 63
Gas utilities 66
Healthcare/pharmaceuticals 71
Insurance 73
Internet: e-commerce and online payment markets 77
Oil & gas 81
Power sector 85
Property 93
Shipping/ports 96
Technology 99
Telecoms 103
Tobacco 108
Transport infrastructure 112
Television 116
Companies 122
Air China 123
AMVIG 125
Belle 126
China Merchants Bank 129
China Merchant Holding 131
China Mobile 133
Citic Securities 137
Hengan 139
Ping An 141
Sany Heavy Industry 143
Sinopharm 145
Skyworth 148
Tencent 150

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关键词：Suisse Credit Edit 经济展望 cred payment credit online growth sector

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