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HSBC Global Research - US Financial Institutions & Emerging Markets Strategist
Language: English US Financial Institutions Date: 15 December 2011 Page: 36 Emerging Markets Strategist Date: 14 December 2011 Page: 56 Contents: EM strikes back 3 Local Markets 16 External Debt 18 Foreign exchange 20 Equity strategy 22 Corporates strategy 24 EM Flows Watcher 31 Macroeconomic forecasts 32 EM FX forecasts 33 EM Central Bank Monitor 34 Surprise Indices 35 Tables and Charts Local markets 36 EM Inflation linkers and breakevens 39 EM External Debt Rich-Cheap Monitor 42 External debt 44 External yield curves 46 External debt bonds, CDS & basis 47 FX: spot, HSBC forecasts, and forward curves 49 Equities 51 Disclosure appendix 53 Disclaimer 55 |
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