德意志银行：亚洲证券市场投资策略报告2009年5月

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Table of Contents
Liquidity rush..................................................................................... 4
Country pages.................................................................................. 45
Country view – China ...................................................................... 47
Sector recommendations ............................................................... 48
Country view – Hong Kong............................................................. 53
Sector recommendations ............................................................... 54
Country view – India ....................................................................... 59
Sector recommendations ............................................................... 60
Country view – Indonesia ............................................................... 65
Sector recommendations ............................................................... 66
Country view – Korea ...................................................................... 70
Sector recommendations ............................................................... 71
Country view – Malaysia................................................................. 76
Sector recommendations ............................................................... 77
Country view – Philippines ............................................................. 82
Sector recommendations ............................................................... 83
Country view – Singapore .............................................................. 87
Sector recommendations ............................................................... 88
Country view – Taiwan ................................................................... 92
Sector recommendations ............................................................... 93
Country view – Thailand ................................................................. 98
Sector recommendations ............................................................... 99

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