麦格里集团-如果你错过它:亚太,本周最热的ip&conviction-20170526-macquarie.pdfVIP

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麦格里集团-如果你错过它:亚太,本周最热的ip&conviction-20170526-macquarie.pdf

ASIA/AUSTRALASIA In case you missed it: Asia-Pac This week’s highest IP Conviction China cement - Demand rethink: Switch to regional plays Coria Chow While we agree with positive sentiment on the sector, we think that the market remains overly-focussed on GDP growth and One Belt One Road (OBOR). We

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