德意志银行中国投资策略200406（推荐PDF69）

Table of contents

Investment themes for China 4

Macroeconomic outlook and banking reform 6-25

Stock market outlook 26-34

Sector and stock recommendations
Automotive 36-37
Aviation 38-40
Basic Materials 41-44
Conglomerates 45-47
Consumer 48-50
Insurance 51-52
Oil and Gas 53-55
Petrochemical 56-58
Real Estate 59-61
Technology 62-64
Telecom 65-66
Utilities 67-68

Disclosures 69-70

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