中银国际：华侨看中国 月刊

(3月) 英文 　March 2007　 64页

Table of Contents
The Oracle of Omaha goes global ..................................... 3
Bear market “possible”… but not “probable”...................... 4
China Economy ............................................................... 12
Hong Kong Economy ....................................................... 19
Auto & Parts.................................................................... 21
Chemicals .......................................................................22
Consumer — Beer & Liquor..............................................23
Consumer — Dairy .......................................................... 24
Consumer — Durables.....................................................25
Consumer — Textile & Retail............................................26
Consumer Services — Hotels & Gaming ........................... 27
Energy.............................................................................28
Financials — Banks (China) ..............................................29
Financials — Banks (Hong Kong) ......................................30
Financials — Insurance .................................................... 31
Industrial — Power Equipment .........................................32
Media..............................................................................33
Metals & Mining .............................................................. 34
Pharmaceutical................................................................35
Property (China) ..............................................................36
Property (Hong Kong)...................................................... 37
Small/Mid-Cap ................................................................38
Technology .....................................................................39
Telecoms (China).............................................................40
Telecoms (Hong Kong) .................................................... 41
Transport — Airlines........................................................42
Transport — Airports.......................................................43
Transport — Land............................................................44
Transport — Marine.........................................................45
Utilities (China) ...............................................................46
Utilities (Hong Kong) ....................................................... 47
BOCI Stock Universe ........................................................48
Calendar of Events ..........................................................55
Recently Published Research ...........................................60
BOCI Research Team........................................................ 61

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