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【出版时间及名称】：2010年3月11日 亚太区组合策略季度展望
【作者】：高盛证券
【文件格式】：PDF
【页数】：47
【目录或简介】：Bottom line 3
Focus issue 1: Potential CNY appreciation 6
Focus issue 2—China banks: Concerns well priced in; add on attractive risk/reward 11
Focus issue 3—China property: Valid but largely manageable concerns 15
Focus issue 4—The National People’s Congress: Pro-growth bias remains 18
Theme 1: Picking the Chinese consumption winners 20
Where does China stand in terms of its consumption level, product ASP, and profitability relative to its regional and global peers? 22
Taiwan: Strategically positive 23
Korea: affirming attractions 24
Decomposing price performance: performance attribution, earnings, valuations 25
Economic backdrop 27
Earnings: Strong 2010 prospects 29
Valuations 34
Sentiment indicators 37
Implementation ideas 38
Current Asia Trading Views (ATV) recommendations 39
Derivatives implementations 41
Disclosures 45
The prices in the body of this report are based on the market close of March 8, 2010
The authors would like to thank Praveen B and Raymond Hung for their valuable contribution to this publication.
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