【出版时间及名称】：2010年2月英国非食品零售行业研究报告
        【作者】：法国兴业银行
        【文件格式】：PDF
        【页数】：32
        【目录或简介】：
Contents
3 Sector anatomy – performance and valuation
3 2010 outlook
4 UK non-food retail sector – leading indicators
5 Investment summary
7 The return of private equity bids?
10 Cautious consensus
12 SG economists’ UK consumption model
13 SG consumption model
13 How it works
14 Key inputs into the consumption model
15 UK consumption 2010: key drivers
15 Positive factors in 2010
18 Neutral factors in 2010
20 Negative factors in 2010
21 The base effect/toughening comparatives
22 SG view – Neutral non-food retail
23 Private equity activity could limit the downside risk
24 Valuation
25 Next events