GS 高盛:中国每日报告 China Daily Insights
March 6, 2007 9页
(原附件已被删除)
Today’s focus
China: Portfolio Strategy: Count on fundamentals
China Views: NPC comment (#1): Official GDP growth and CPI inflation targets for 2007
Hopewell Highway Infrastructure (0737.HK): A fairly-valued yield play; initiate with Neutral
Pacific Basin Shipping (2343.HK): Solid but inline results mark the return of earnings momentum
Headline news
China to Consider Widening Yuan's Band, Zhou Says (Bloomberg)
China's Investment Must Support Energy Goals, Ma Says (Bloomberg)
Improved laws sought on M&A by foreign firms (Xinhua)
China to monitor stock market operations more closely (Xinhua)