银行业中的机会~坚持到底
Table of Contents
Stay the Course – Opportunities in Banks and DM cyclical
exporters ...................................................................................3
European Equity Strategy Key Calls and Drivers ................10
Top Picks ................................................................................11
Technical Indicators...............................................................12
Performance ...........................................................................13
Earnings ..................................................................................14
Valuations ...............................................................................15
Economic, Interest Rate and Exchange Rate Outlook ........17
Sector, Regional and Asset Class Allocations ....................18

比价有参考价值。，。，
利率政策关乎股市债市以及整个经济发展