Citi-101203-Pan-Asia-2011 Outlook

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Dear Client 2
Regional / Macro Strategy 5
Asia ex-Japan Equity Strategy 7
Quantitative Strategy 15
Economics 23
Derivatives/Multi-Strategy Outlook 1H11 31
Country Strategy 41
Australia 43
China 45
Hong Kong 47
India 49
Indonesia 51
Japan 53
Korea 55
Malaysia 57
Philippines 59
Singapore 61
Taiwan 63
Thailand 65
Sector Strategy 67
Autos & Auto Parts 69
Banks 71
Conglomerates 73
Consumer 75
Gaming 77
Healthcare 79
Insurance 81
Internet 83
IT Services 85
Metals & Mining 87
Oil, Gas and Chemicals 89
Property 91
Semiconductors & TFT-LCDs 93
Small/Mid-Caps 95
Tech Hardware 97
Telecoms 99
Transportation 101
Utilities 103
Coverage Universe 105
Appendix A-1 134

Citi-101203-Pan-Asia-2011 Outlook.pdf (1.66 MB, 需要: 5 个论坛币)

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