麦格里集团-宏观经济-macro monday atemporary sweet spot for cyclicals-20170710-macquarie.pdfVIP

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麦格里集团-宏观经济-macro monday atemporary sweet spot for cyclicals-20170710-macquarie.pdf

CHINA Macro Monday Inside Market Sector Performance A temporary sweet spot for cyclicals (MSCI China) 2  In the first week of July, MSCI China dropped 1%, due to weakness in the bank and tech sectors. Tencent, which accounts for 16% of the index, Activity data watch 3 dropped 3.7% for the wee

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