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德意志银行2013年中国投资策略.PDF
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Table Of Contents
Macroeconomic outlook ................................................................ 5
Equity market strategy ................................................................. 14
Pace of capacity rationalization .................................................... 26
Resource pricing reform ............................................................... 36
Banks’ NPL cycle .......................................................................... 4
The anti-corruption campaign ...................................................... 55
New catalysts for services ............................................................ 62
The property sector ...................................................................... 71
Upgrading of labor-intensive industry .......................................... 78
Appendix A: Next steps in capital account liberalization ............. 86
Appendix B: Promoting direct financing ...................................... 94
Appendix C：Valuations of China/Hong Kong stocks under DB
coverage ..................................................................................... 101
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