高盛中国投资组合策略

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高盛中国投资组合策略，有兴趣的同志看一下
部分内容如下：
China: Portfolio Strategy
China Stance-at-a-Glance
March 2009: Spotlight on macro data and NPC
Bearish activity data and weak FY08 results could surprise the
market on the downside, in our view. However, pro-growth
policies could be restated during the NPC in March and lend
support to Chinese stocks, which we think would be in a range
-trading mode in a seasonally volatile March. We reiterate our
end-2009E target for HSCEI of 8,900 and CSI300 of 1,980.
H-share market: Bearish numbers collide with supportive policies

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关键词：高盛中国 中国投资 投资组合 高盛中 Spotlight 高盛 投资组合