[外行报告] HSBC 2010 中国投资报告 [推广有奖]

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kkkkkkkboy 发表于 2010-1-14 20:02:46 |AI写论文

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【出版时间及名称】：2010年1月中国宏观经济研究报告
      【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