汇丰银行：全球新兴市场投资策略报告2009年10月
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来源：人大经济论坛
Top 30 stocks of the model 3
Top stocks by country and by
sector 5
What’s working in MENA? 8
Model overview and stock
selection 15
Arabtec Holding 20
Aramex 22
Dar Al Arkan Real Estate
Development 24
Qatar Telecom 26
Sinai Cement 28
Talaat Moustafa Group
Holding 30
Methodology in detail 32
Appendix: factor groups 35
Appendix. Top 30 single
factor strategies 36
Disclosure appendix 40
Disclaimer 43
Top stocks by country and by
sector 5
What’s working in MENA? 8
Model overview and stock
selection 15
Arabtec Holding 20
Aramex 22
Dar Al Arkan Real Estate
Development 24
Qatar Telecom 26
Sinai Cement 28
Talaat Moustafa Group
Holding 30
Methodology in detail 32
Appendix: factor groups 35
Appendix. Top 30 single
factor strategies 36
Disclosure appendix 40
Disclaimer 43
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