外资银行进入中国对中资银行股影响分析(pdf 17页)

The Prize: From dream to “race now on” for foreign banks in China…………3
Eight banks "invited" to apply for local incorporation, as expected………… 3
Detailed guidelines now out, no surprises …………4
Kudos to China for continued WTO and bank reform progress …………6
Foreign banks in China: likely endgame, keys to success? …………7
Who gets pole position, who's best-geared P&L-wise?………… 11
Domestic banks: some impact, positive and negative, inevitable …………12
Disclosures …………14
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