高盛 中国零售行业研究报告 2010-11.pdfVIP

November 18, 2010 China: Retail Our latest thoughts on inflation Four key points in how we think about inflation: RELATED RESEARCH 1) In assessing margin risk, we believe retailers are better positioned than staple companies given different business model, absence of government In an inflationary world, who are the winners in China Consumer? Feb 10, 2010 contr