GS 高盛-中国每日报告 07.05

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<P><FONT size=6><STRONG>GS 高盛-中国每日报告 07.05 </STRONG></FONT></P>
<P><FONT size=6><STRONG>China-Daily-Insights  07.05     9页</STRONG></FONT></P>
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2007-7-5 22:31:00 上传

GS 高盛-中国每日报告 07.05
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<P>Today’s focus<BR>China: Portfolio Strategy: Asia/US investors' feedback: Positive on market; selective on valuations<BR>Asia Economics Flash: China: M2 growth may have understated the speed of monetary expansion<BR>China: Metals & Mining: Coal: The next leg of the cycle is poised to be big<BR>China: Utilities: Power Technology: China poised for the supply de-bottleneck<BR>Headline news<BR>China to impose tariff on energy-guzzling products (China Daily)<BR>No bulk reduction of US dollar reserve (China Daily)<BR>China's economy continues to maintain steady, rapid growth in first half (People’s Daily)<BR>Yuan Declines From Highest Close as China Seeks Two-Way Moves (Bloomberg)<BR>China: Portfolio Strategy: Asia/US investors' feedback: Positive on market; selective on valuations, Thomas Deng, CFA<BR>• Positive on market; selective on valuations: We met with over 100 investors in Hong Kong, Japan, Singapore and the US to discuss investment views for both H- and A-share</P>

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关键词：高盛- China Daily Valuations Technology Investment products growth impose market supply