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| 文件名: 20120103 Equity Insights Quarterly.pdf | |
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HSBC Global Research - Equity Insights Quarterly
Language: English Date: 3 January 2012 Page: 77 Investment strategy 4 A fat tail at both ends 4 The drivers 6 Themes for 2012 15 Meta-themes 15 1. Earnings resilience 16 2. Structural growth 16 3. Balance sheet strength 17 4. Pricing anomalies 17 The View 18 Storm clouds still threatening 18 Strategy in bullets 18 Performance recap 19 Regional/country view 20 Summary 20 Emerging vs. Developed 21 US 22 Europe 23 Japan 24 Asia ex Japan 25 Other GEMS 26 Sector view 27 Energy (remain overweight) 28 Materials (remain overweight) 29 Telecommunication Services (remain overweight) 30 Consumer Discretionary (to underweight from neutral) 31 Financials (to underweight from neutral) 32 Utilities (remain underweight) 33 Consumer Staples (raise to neutral from underweight) 34 Healthcare (remain neutral) 35 Industrials (raise to neutral from underweight) 36 Information Technology (remain neutral) 37 Scorecard methodology 38 Data pack 39 Performance 40 Analyst recommendations 46 Institutional investor holdings 52 Valuations 54 Earnings: Revisions ratios 56 EPS vs. peak and trend 57 Growth indicators 63 Monetary conditions 64 Liquidity and market conditions 65 Consensus aggregations 66 Disclosure appendix 73 Disclaimer 76 |
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