大行报告 2011年1月最新发布 英文2011 economic outlook ..................................................................... 3
Equity-market strategy ................................................................... 14
Theme #1: Financial reform............................................................ 21
Theme #2: Public housing............................................................... 29
Theme #3: An updated “equipment” basket ................................ 35
Theme #4: Consumption shift towards services........................... 45
Theme #5: Energy saving and environmental protection ............ 59
Theme # 6: Acceleration of inland development .......................... 67
Appendix A: Deutsche Bank China universe ................................. 74