南海問題成焦點
亞洲安全論壇 中方勢成箭靶
http://hk.apple.nextmedia.com/internati ... 4/19640883
First, while China is too big to ignore, its massive non-performing loans weigh on the banks. SocGen is therefore avoiding Chinese banks
Second, buy reforms and sell debt.
Third, oil recovery has further to go.
Fourth, value stocks are coming back. SocGen finds deep value in Japan.
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