http://blogs.barrons.com/emergingmarketsdaily/2013/11/20/dont-b “Sell banks into rally (tighter regulation and liquidity, financial/land reform generally -VE to NIM and Asset quality) Sell Polluters, including coals, steels, aluminium and heavy industries. Hold or buy on dips of New China: healthcare, insurance, selected consumption, policy beneficiaries and Internet.”
【在 i**t 的大作中提到】 : http://blogs.barrons.com/emergingmarketsdaily/2013/11/20/dont-b : “Sell banks into rally (tighter regulation and liquidity, financial/land : reform generally -VE to NIM and Asset quality) : Sell Polluters, including coals, steels, aluminium and heavy industries. : Hold or buy on dips of New China: healthcare, insurance, selected : consumption, policy beneficiaries and Internet.”