CSFB's decision unlikely related to China government punishing it for arranging

CSFB's decision to raise recommendation on China stocks to neutral and cut Taiwan to underweight seems unrelated to China government punishing it for arranging investor conferences that attended by top Taiwan officials. CSFB says this purely a research decision (so not aimed at currying favor with China) ; and most analysts agree near-term outlook for Taiwan economy cloudy

Related stock : (NIL)