Credit Suisse Strategy

Credit Suisse Strategy: House favours Cos which exhibit higher margins n dividend so far and remain Overweight on capital goods, transport and property, but Underweight on telecoms and consumer discretionary. Neutral on banks, consumer staples and financials. Top picks are SMM, NOL, CDL, Keppel and Olam, while key Top Sell are SMRT, STE and Tiger Airways.