摩根大通--China Insights and Strategy--20080813(Pages 146)

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摩根大通--China Insights and Strategy--20080813(Pages 146)
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摩根大通--China Insights and Strategy--20080813

Table of Contents

Macro-economic views ............................................................3
Market strategy.......................................................................19
Autos .......................................................................................50
Consumer................................................................................70
Energy .....................................................................................75
Financials: Banks...................................................................78
Metals and mining ..................................................................91
Mid/small caps........................................................................96
Real estate ............................................................................105
Technology: Hardware.........................................................120
Telecom.................................................................................124
Utilities ..................................................................................129

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关键词：Strategy Insights Strateg Insight China Strategy China pages 摩根大通 Insights

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