【外行投资报告示范帖】：CS-Global Equity Strategy-RMB revaluation-100426

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【出版时间及名称】：CS-Global Equity Strategy- RMB revaluation-100426
      【文件格式】：PDF
      【页数】：36
      【目录或简介】：

Table of contents
RMB revaluation 3
What are the potential costs/benefits from China’s point of view? 4
How undervalued are RMB and Asian currencies? 6
An asset bubble in the making 7
What happened when the RMB revalued in July 2005? 9
Who are the likely winners? 11
Who are the likely losers? 16
Stay overweight of Non-Japan Asia 17
We do not think this will lead to a sell-off in US Treasuries 21
Appendix 1: RMB revaluation 23
Appendix 2: China consumption growth 24
Appendix 3: Stocks with high NJA exposure 25
Appendix 4: GDP and PCs per capita 28
Appendix 5: Companies at risk from Chinese competition 29
Appendix 6: GEM currencies since 2007 30

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关键词：revaluation Evaluation Valuation Strategy Strateg potential benefits likely making China

我有不少这样的报告，先免费给大家看看
版主如果不满意，删了好了

很好啊 谢谢 楼主了

这个也要发出来为示范帖啊，真搞笑，汗~

thanks for sharing