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Buying Low, Aiming High 3
5 Key Inflections in 2H (and Beyond) 4
Valuations: Discounting China 12
Earnings Downgrades Limited 14
Strategy: Buying Low 17
Derivatives/Multi Strategy 20
No QE3, Yes China 20
Economic Outlook 25
Inflation to Fall Slowly Amid Growth Moderation 26
Sector Analysis 37
Autos & Auto Parts 38
2H11 Car Sales to Improve HoH 38
Banks 40
The Price of Pain 40
Consumer 42
Discretionary to Continue to Outperform 42
Healthcare 44
Macro Favors Growth and M&A in 2011 44
Infrastructure & Machinery 46
Positive on Construction Machinery in 2H11 46
Insurance 48
Deepening P&C Recovery; Poised for Life Turnaround 48
Internet 50
Sharp Sector Correction; Industry Fundamentals Robust 50
Metals & Mining 52
Stay With the Winners 52
Oil, Gas and Chemicals 54
High Oil Prices Yet To Be Priced Into Stocks 54
Property 57
Tenacious Vitality; Partial Rerating Story to Continue 57
Small/Mid-Caps 59
Raising Beta Ahead 59
Telecoms 61
Mobile Data to Boost Telcos and Vendors Growth in 2H 61
Utilities 63
2H11: Regulatory Support Is Improving Fundamentals 63
Appendix 66
Sector Valuation Charts 67
China Stocks — Valuation Snapshot 71
Appendix A-1 80
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