Most Important Factors ...

This should be "The Quote Of The Day", delivered by equity strategists at Societe Generale today, while looking at DJ Stoxx 600 companies:

... the most important factor is not the extent of the currency revaluation, but rather that it will automatically lead to an increase in the purchasing power of both China’s corporations and households, thus boosting domestic demand.

So, alles klar?

Click on table to enlarge, courtesy of Societe Generale.