■ Material impact from US border tax on China.
■ Sectors most affected by the border tax.
■ Downside for textiles; limited impact on hardware components.
■ Despite revenue overhang, we still like certain names.
20170222 - Credit Suisse - China-HK Market Strategy:Impact From Potential US Bo.pdf
(1.39 MB, 需要: 3 个论坛币)


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