2010年1月中国证券市场投资策略

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

【出版时间及名称】：2010年1月中国证券市场投资策略
        【作者】：汇丰银行
        【文件格式】：pdf
        【页数】：46
        【目录或简介】：

The new Long March 4
The new Long March to a better growth model 4
Existing challenges for consumption growth 5
Three structural drivers 8
Wedding bells - a powerful driver of consumption 8
Narrowing rural-urban consumption pattern gap 10
Continuing urbanisation 12
Market outlook: base case 14
More volatile equity market but with upward bias 14
Reality check – valuations, earnings and liquidity 17
Market crash or splash? 21
Top 10 China market surprises 21
5 positive events 21
5 negative events 21
Investment themes and sector
allocation strategy 23
Selective consumption plays 23
Laggard export recovery beneficiaries 26
1Q 2010 sector allocation 29
2010 index targets and model
portfolio 31
Reiterate 2010 index targets 31
Model portfolio adjustment 32
Appendix 33
A and H share discount stock screen (61 companies) 34
Data pack 35
HSBC China coverage list (167 companies) 36
Economic Calendar January 2010 39
Economic Calendar February 2010 40
Economic Calendar March 2010 41
Disclosure appendix 42
Disclaimer 45

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：中国证券市场 证券市场 投资策略 市场投资 中国证券 投资 中国证券

怎么这么贵?

好家伙，果然值钱！