CIBC WORLD MARKET预测TSX在年底将达15000(年度增长:18.5%)

昨日, CIBC WORLD MARKET推出更新的 " 加拿大投资组合策略报告", 其要点如下:

1. 提升2007年度TSX 综合指数到:15000, 年度增长:18.5%;

2. 调整STOCK/BOND/CASH的比例结构:
hmark

chg vs

ASSET MIX (%)	Benchmark (TSX)	Strategy  Recommendation	versus Benchmark	chg vs mon. ago*
stocks	56%	68%	+12%	+2%
Bonds	38%	32%	-6%	-2%
Cash	6%	0	-6%	0
Main SECTORS (%)**
Energy	27.40%	30.90%	+3.5%	0.00%
Financials	32%	34%	+2%	-2%
- Banks	17.70%	18.70%	+1%	-2%
-insurance, REIT, etc	14.30%	15.30%	+1%	0.00%
Materials	16.20%	19.20%	+3%	+1%
-Gold	5.60%	6.60%	+1%	0.00%
-other metals	7.70%	9.70%	+2%	+1%

完整的报告见连接:


http://research.cibcwm.com/economic_public/download/psmay07.pdf