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Chapter 1: Macro-economy and Market Strategy ........................................................................10
Chapter 2: Financials and Property ..............................................................................................68
Banking / Insurance..................................................................................................................69
China Property .........................................................................................................................89
Hong Kong Property ..............................................................................................................100
Chapter 3: Energy and Basic Materials ...................................................................................... 106
Coal / Oil & Gas.......................................................................................................................107
Electric Power.........................................................................................................................123
Iron & Steel .............................................................................................................................133
Non-ferrous Metals ................................................................................................................146
Construction ...........................................................................................................................170
Cement ...................................................................................................................................176
Chemicals ...............................................................................................................................182
Chapter 4: Industrials and Manufacturing.................................................................................. 196
Machinery and Equipment .....................................................................................................197
Automotive .............................................................................................................................212
Power Equipment and Alternative Energy ..........................................................................224
Chapter 5: Communications and Technology ........................................................................... 237
Chapter 6: Consumer Products and Services ........................................................................... 255
Retail and Department Store..................................................................................................256
Gaming ..................................................................................................................................266
Luxury Goods ........................................................................................................................278
Household Durables...............................................................................................................286
Food & Beverage ...................................................................................................................293
Travel & Tourism ...................................................................................................................314
Media ......................................................................................................................................327
Chapter 7: Medical and Pharmaceuticals................................................................................... 334
Chapter 8: Transport ................................................................................................................... 346
Airlines and Airports .............................................................................................................347
Shipping and Ports.................................................................................................................354
Toll Roads and Railway..........................................................................................................361