中金公司2009年投资策略年会会议手册
目录
1. 会议议程 .................................................................................................................................5
Agenda
2. 政策“保八”解近忧................................................................................................................. 11
哈继铭中金公司研究部，董事总经理
China’s Macroeconomic Outlook
HA Jiming, Managing Director, CICC Research
3. 金融风暴席卷全球，世界经济同步衰退.............................................................................32
沈建光中金公司研究部，副总经理
Global Economy: Deep Recession Unavoidable Under Financial Crisis
SHEN Jianguang, Vice President, CICC Research
4. A股探底之旅－控制仓位，兼顾行业................................................................................56
高挺 中金公司研究部，副总经理
Where are A-shares Headed? A tricky balance between earning pressure and policy
expectations
GAO Ting, Vice President, CICC Research
5. 2009 海外市场策略 - 危中有“机” - 熊市中后期“再通胀”下的投资机会...................76
侯振海中金公司研究部，高级经理
Opportunity in Crisis - 2009 Investment Outlooks in Late Bear Market and Reflation
HOU Zhenhai, Senior Associate, CICC Research
6. 主持人 ...................................................................................................................................95
邱劲 中金公司研究部主管，董事总经理
Chairperson
QIU Jin, Manager Director, Head of CICC Research
7. L型，U型还是W型？...........................................................................................................96
毛军华中金公司研究部，副总经理
L Shape, U Shape, or W Shape?
MAO Junhua, Vice President, CICC Research