HSBC Global Research - Riding Out the Storm (Asian, European & Latin American Equities)
Date: 4-5 December 2011
Language: English

20111205 Asian equities in 2012 (99 Pages)
2012 Asia equity themes 5
Countries 11
ASEAN 12
China/Hong Kong 17
India 23
Korea 27
Taiwan 31
Sectors 35
Banks 36
Consumer (China) 40
Healthcare 45
Industrials (China) 48
Insurance 51
Metals and mining 54
Oil and gas 57
Paper 59
Real estate 61
Technology 65
Telecoms 68
Transport 70
Utilities 72
Valuations and risks 74
Disclosure appendix 92
Disclaimer 96


20111204 European equities in 2012 (154 Pages)
A fat tail at both ends 3
Four themes for 2012 6
Earnings resilience 7
Structural growth 10
Balance-sheet strength 13
Pricing anomalies 16
Aerospace & defence 19
Automobiles 24
Banks 30
Beverages 36
Building materials 41
Business services 46
Capital goods 52
Chemicals 57
Clean tech 62
Food & HPC 69
Food retailing 75
General retail 81
Gold mining 87
Insurance 93
IT services and software 101
Leisure 106
Luxury goods 112
Metals and mining 117
Oil & gas 123
TMT 128
Transport & logistics 133
Utilities 139
Disclosure appendix 147
Disclaimer 152


20111204 Latin American equities in 2012 (98 Pages)
A fat tail at both ends 4
Latin America equity strategy 9
Brazil equity strategy 12
Mexico equity strategy 15
Latin America economics 17
Key forecasts 23
Country profiles 25
Argentina 26
Brazil 27
Chile 28
Colombia 29
Mexico 30
Peru 31
Consumer & retail 33
Agribusiness 34
Apparel & consumer 36
Beverages 38
Education 40
Food products 42
Food retailing 44
Financials 49
Banks, Brazil 50
Banks, ex-Brazil 52
Diversified financials 54
Real estate 56
Healthcare 62
Industrials 65
Cement, construction, & infrastructure 66
Industrials, Mexico 68
Transportation, Brazil 70
Natural resources & energy 73
Electric utilities 74
Metals & mining 76
Oil & gas 78
Telecoms & media 82
Latam coverage universe 85
Disclosure appendix 92
Disclaimer 95