[营销星球]瑞信-全球股票策略：现在如何应对周期性和防御性？-全球股票策略-2018.8.21-46页

DISCLOSUREAPPENDIXATTHEBACKOFTHISREPORTCONTAINSIMPORTANTDISCLOSURES,ANALYSTCERTIFICATIONS,LEGALENTITYDISCLOSUREANDTHESTATUSOFNON-USANALYSTS.USDisclosure:CreditSuissedoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethattheFirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.21August2018GlobalEquityResearchInvestmentStrategyGlobalEquityStrategyResearchAnalystsAndrewGarthwaite442078836477andrew.garthwaite@credit-suisse.comMarinaPronina442078836476marina.pronina@credit-suisse.comRobertGriffiths442078838885robert.griffiths@credit-suisse.comNicolasWylenzek442078836480nicolas.wylenzek@credit-suisse.comMengyuanYuan442078880368mengyuan.yuan@credit-suisse.comKartike