UBS Equities-European Equity Strategy _Europes China challenge_ Fowler-109273441
Global Research and Evidence Lab Europe's China challenge Europe including UK
Global Research and Evidence Lab Europe's China challenge Europe including UK
Global Research and Evidence Lab Europe's China challenge Europe including UK
Global Research and Evidence Lab Europe's China challenge Europe including UK核心数据:China is Europe's second largest export market (13%) with Germany accounting for;half. Industrial goods/autos account for 54% of exports. Luxury, semis and chemicals;around 20% expected upside. Sell-rated stocks with China exposure include。
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适合投资人、行业研究员等读者参考。
重点分析了PMI等议题。