China Strategy:Where Eagles Dare
类型：投资策略 机构：麦格理证券股份有限公司 研究员：麦格理证券研究所 日期：2016-06-16
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Our Eagle picks have been aggressive in building their international businessesin 1H16. Companies are increasingly targeting larger economies, with Germany,US, India and Russia the top destinations. The shift in thinking from “local” to“global” stands out among the twenty Eagle picks we’ve visited recently. OurEagle picks have delivered outperformance in both financial results and shareprices and remain the best growth-value combinations in the China equitymarkets, in our view. Midea, Fuyao, Minth, Vanke, Lenovo, MLS, TCL, Ctrip,Hikvision, Hilong, Goldwind and Hengrui remain among our top picks in theChina market.
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