中国证券市场投资策略报告2009年7月(摩根大通)
介绍
Table of Contents
Macro-economic views ............................................................3
Market strategy.......................................................................17
Autos .......................................................................................41
Consumer................................................................................54
Energy .....................................................................................63
Financials: Banks...................................................................64
Financials: Insurance.............................................................82
Real estate ..............................................................................90
Technology: Hardware...........................................................95
Telecom...................................................................................99
Utilities ..................................................................................104
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