i**t
发帖数: 921 | 1 http://blogs.barrons.com/emergingmarketsdaily/2013/11/20/dont-b
“Sell banks into rally (tighter regulation and liquidity, financial/land
reform generally -VE to NIM and Asset quality)
Sell Polluters, including coals, steels, aluminium and heavy industries.
Hold or buy on dips of New China: healthcare, insurance, selected
consumption, policy beneficiaries and Internet.” | m***9
发帖数: 1671 | 2 What's your opinion, 大夫？ | m*s
发帖数: 6855 | 3 靠谱
【在 i**t 的大作中提到】
: http://blogs.barrons.com/emergingmarketsdaily/2013/11/20/dont-b
: “Sell banks into rally (tighter regulation and liquidity, financial/land
: reform generally -VE to NIM and Asset quality)
: Sell Polluters, including coals, steels, aluminium and heavy industries.
: Hold or buy on dips of New China: healthcare, insurance, selected
: consumption, policy beneficiaries and Internet.”
| i**t
发帖数: 921 | 4 they are ONS material, don't marry them :-) | i**t
发帖数: 921 | |
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