TAILIEUCHUNG - Investment Strategy Stock rally to continue as economy improves

Economic reforms implemented since the formation of the GPA have borne positive results for the economy. Real GDP grew by about 6% in 2009 and is estimated to have risen strongly to about in 2010, reflecting strong performances in mining (47% growth) due to rising mineral and metal prices and higher agricultural output arising from higher output of tobacco, sugar, maize and cotton. Increases in agricultural output (34% growth) have historically supported manufacturing sector production (Box 1). The adoption of the multi-currency regime, along with cash budgeting, has helped to restore and maintain price stability. The currency and the. | Credit Suisse Global Research Private Banking Investment horizon 6-12 months Research Monthly February 2013 Buy Quality Japanese exporters Toyota Honda Bridgestone Beneficiaries of a weaker JPY and US recovery. Buy Google Intel Infineon Lenovo Oracle Qualcomm Samsung and TS-MC Stocks with a strong market position in secular growth themes such as Mobile Internet Cloud Computing Big Data Virtualization and Social Media. Buy Megatrend Champions Invest in our Champions portfolio which reflects the optimal tactical allocation of megatrend investments according to our Traffic Light system. Buy Platinum with a time horizon of 6-12 months The market is undersupplied and undervalued. Investment Strateg Stock ra econom continue as roves page 3 Can . Abenomics revive Japan and overcome deflation pages Investment theme IT spending to benefit from secular technology growth themes page 10 Credit Suisse Megatrends Introducing our new Megatrends Framework page 11 Important disclosures are found in the Disclosure appendix. Credit Suisse does and seeks to do business with companies covered in its research reports. As a result investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For a discussion of the risks of investing in the securities mentioned in this report please refer to the following Internet link https riskdisclosure 2 29 01 2013 Credit Suisse - Research Monthly Editorial Giles Keating Head of Research for Private Banking and Wealth Management 41 44 332 22 33 It is human nature to be impatient and investors have been keen for rapid results from the monetary stimulus of recent years and skeptical when little happened. An exception was last year s positive reaction to the ECB s special bank loans LTROs and bond-buying offer OMT . But a .

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