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重要提示： 通过本订阅号发布的观点和信息仅供中信建投证券股份有限公司（下称“中信建投”）客户中符合《证券期货投资者适当性管理办法》规定的机构类专业投资者参考。因本订阅号暂无法设置访问限制，若您非中信建投客户中的机构类专业投资者，为控制投资风险，请您取消关注，请勿订阅、接收或使用本订阅号中的任何信息。对由此给您造成的不便表示歉意，感谢您的理解与配合！ Table of contents Introduction and key summary I. Country analysis: key comp metrics and further breakdowns II. Growth markets: country specifics and stock selections III. Dividend markets: a bottom-up approach IV. Balanced markets: high-growth and dividend picks V. Some cross-overs: high-growth and positive guidance in dividend markets VI. Final top-pick list and two more issues: valuation and FX Introduction and key summary Why we cover global banks? This is the initiat
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