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【出版时间及名称】：2010年中国证券市场投资策略报告
【作者】：野村证券
【文件格式】：pdf
【页数】：119
【目录或简介】：
Contents
Back above trend growth 3
Economic growth 3
Inflation 3
Policy 3
Risks 4
Dispelling some myths 5
China is a “small” economy 5
Exports are the main growth engine 5
Private consumption is weak 5
High money supply growth leads to high CPI inflation 6
The investment stimulus exacerbates overcapacity problems 6
Ten key events to watch for in 2010F 7
Bullish on China 9
China sector views
Auto & Auto Parts 11
Banks 13
Cement 17
Conglomerate & Gaming 19
Consumer 21
Healthcare 23
Industrials 25
Internet & New Media 27
Oil & Gas 29
Property 31
Steel 33
Technology 35
Telecoms 37
Transportation & Infrastructure 39
Utilities, Renewable and Coal 41
China stock picks
Anhui Conch Cement 44
ASM Pacific Technology 48
Beijing Enterprises Water 52
China CITIC Bank 56
China Foods 60
China Southern Locomotive & Rolling Stock Corporation 64
China Telecom 68
CITIC Pacific 72
Dongfeng Motor 76
Focus Media 80
Huabao International Holdings 84
Maanshan Iron & Steel 88
Mindray Medical International 92
Petrochina 96
Shimao Property Holdings 100
Zhuzhou CSR Times Electric 104
Appendix 114
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