Credit Suisse：Making Emerging Markets Look Great Again

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Credit Suisse 在2月的全球新兴市场策略，22页：

We maintain our recommended overweight stance on emerging markets in a global equities portfolio on account of the following seven key reasons: (i) steadily improving absolute and relative margins and value creation; (ii) EM currencies remain particularly cheap on PPP versus history; (iii) a reacceleration in emerging market relative GDP growth momentum; (iv) rising earnings growth expectations with stabilising revisions; (v) payout ratios boosted by capex adjustments and rising free cash flow; (vi) absolute and DM relative valuations offering an attractive entry point; and (vii) global funds remain deeply underexposed to emerging equities.



20170220 - Credit Suisse - Global EM Equity Strategy：Making Emerging Markets Lo.pdf (1.11 MB, 需要: 2 个论坛币)

2017-2-21 23:20:01 上传

需要: 2 个论坛币  [购买]

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏2 回帖

关键词：Emerging Markets Making market Suisse following maintain emerging absolute creation

intersection