瑞士银行：亚洲证券市场投资策略报告2009年2月

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Contents page
Executive summary 3
Consumption themes 7
— 1) Contribution of private consumption to GDP.....................................................7
— 2) Stage of development ....................................................................................14
— 3) East vs west...................................................................................................21
— 4) Extreme consumption ....................................................................................27
— 5) Rural vs urban................................................................................................33
— 6) Aged consumption .........................................................................................46
Consumption in the future 54
Investment themes and stock picks 60
Food 64
Health 69
Education 75
Death 80
Telecommunications 84
Consumer finance 87
Advertising expenditure 91
Country-specific consumption 95
Cyclical companies in countries with relatively robust near-term
consumption outlook 99
Appendix 1: International context 108
Appendix 2: Key countries—China 132
Appendix 3: Key countries—India 134
Appendix 4: Key countries—Japan 138
Appendix 5: Key countries—Korea 140
Appendix 6: Key countries—Indonesia 143
Appendix 7: 13 Asian consumption facts 146
Appendix 8: Consumption category definitions 147

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏1 回帖

关键词：投资策略报告 亚洲证券 证券市场 投资策略 策略报告 投资 瑞士银行 亚洲证券