global marketing feedback(全球市场回顾2009.08)

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Good from afar – global marketing feedback
① Global investors remain upbeat on Chinese equities due to
steady fund inflows and positive earnings revision momentum
② Timing of policy change, A-share market bubble and portfolio
strategy (cyclical or defensive) are the most debated points
③ A barbell strategy to balance defensive (beta) and cyclical
(alpha) plays appears common among clients

Good from afar – global marketing feedback(全球市场回顾2009.08).pdf (185.56 KB)

2009-8-25 11:45:35 上传

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关键词：Marketing Feedback 回顾2009 Global market 全球 Marketing Global Feedback

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