Strategist: Adam Parker Comments:* "We recommend increasing China exposure, as China-centric US equities have lagged and are cheap vs. US-centric equities"* Source: Morgan Stanley
Strategist: Scott Wren Comments: "I don't think that consumers are going to step up to the plate. I think that business investment is going to be low. *But I do expect Chinese growth to be better."* Source: Bloomberg Strategist: Savita Subramanian Comments: "The path to our 2013 year-end S&P 500 target of 1600 is not a straight line, and we remain somewhat cautious on US equities in the near term, as the US Fiscal Cliff and the growth outlook for Europe and China remain overhangs. But we expect to be in a better place by mid 2013, *as BofAML economists expect a bottoming in China growth*, reduced tail risk from Europe, and a multi-stage fix to the Fiscal Cliff." Source: Bank Of America Merrill Lynch ======================================== Beli saham yg dibutuhkan dan ekspor ke china saja, syukur2 ada saham yg konsorsium china punya. Kalo bener analisa mereka, index china harusnya bottom dan tentunya akan digoreng, kita lihat akhir 2013 index SSEC naik di berapa.
