Morgan Stanley - 50 Pages - China Megatransition20101108

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大小：810KB (PDF)
Page: 50
目录：
The China Landscape: Megatrends and Megatransition......................................................................................................... 4
Asia ex-Japan Companies’ Winning Strategies in China......................................................................................................... 10
What’s Your China Plan? Asia ex-Japan Top Picks................................................................................................................ 13
Market Overviews / Top Picks
Autos & Auto Parts................................................................................................................. 15
Food Producers/Edible Oil ............................................................................. 17
Food Producers/Confectionery................................................................................. 19
Home Appliances................................................................................................................  21
Leisure Products ................................................................................................................ 23
Tech Hardware....................................................................................................................... 25
Semiconductors ............................................................................  28
TFT-LCD..............................................................................................................................................32
Chemicals ..................................................................................................................... 34
Metals & Mining....................................................  36
Property .............................................................................................................. 38
Runners-Up............................................................................................................................................................................ 40
Appendix: Morgan Stanley China Exposure Basket Constituents ........................................................................................... 43

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关键词：Transition Stanley Morgan pages Trans China

Table of Contents
The China Landscape: Megatrends and Megatransition......................................................................................................... 4
Asia ex-Japan Companies’ Winning Strategies in China......................................................................................................... 10
What’s Your China Plan? Asia ex-Japan Top Picks................................................................................................................ 13
Market Overviews / Top Picks
Autos & Auto Parts.................................................................................................................Kate Zhu / Sangkyoo Park 15
Food Producers/Edible Oil ............................................................................. Angela Moh / Lillian Lou / Conrad Werner 17
Food Producers/Confectionery.................................................................................Angela Moh / Lillian Lou / Kelly Kim 19
Home Appliances................................................................................................................ Carol Wang / Sung Hee Lim 21
Leisure Products ................................................................................................................Jenny Tsai / Jeremy C. Chen 23
Tech Hardware....................................................................................................................... Jasmine Lu / Grace Chen 25
Semiconductors ............................................................................ Bill Lu / Charlie Chan / Frank A.Y. Wang / Keon Han 28
TFT-LCD..............................................................................................................................................Frank A.Y. Wang 32
Chemicals ..................................................................................................................... Wee-Kiat Tan / Harrison Hwang 34
Metals & Mining.................................................... Charles C. Spencer / Sandy Niu / Mean Phil Chong /Craig Campbell 36
Property ..............................................................................................................Coral Ching / Angus Chan / Brian Wee 38
Runners-Up............................................................................................................................................................................ 40
Appendix: Morgan Stanley China Exposure Basket Constituents ........................................................................................... 43