Allocation views 5
4Q Investment Perspective 6
Markets 19
Sectors: Global over Commodity; Split on Defensives & Financials 24
Implementation 25
Appendix: Market valuations and GS macro forecasts 36
Disclosure Appendix 38
2012-09-19_高盛亚洲_Asia Pacific: Quarterly Outlook:DM policy buffs dull Asian.pdf
(1.25 MB)


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