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| 文件名: 20120302 Fixed Income Asset Allocation.pdf | |
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HSBC Global Research - Report Card Q1 2012
Language: English Date: 2 Mar 2012 Page: 104 To have and have not 3 Verdict on Q4 in Europe 3 Verdict on Q4 globally 5 Update on pricing 5 The outlook for capex in 2012e 9 Positioning for mid-cycle reality 10 Our high conviction stocks 11 Company profiles 15 ABB (ABBN VX) 16 Alfa Laval AB (ALFA SS) 21 Alstom (ALO FP) 26 Atlas Copco (ATCOA SS) 31 Kone (KNEBV FH) 36 Legrand (LR FR) 41 Metso (MEO1V FH) 47 Philips (PHIA NA) 54 Sandvik (SAND SS) 61 Schneider Electric (SU FP) 66 Siemens (SIE GY) 72 SKF (SKFB SS) 78 Volvo (VOLVB SS) 82 Wartsila (WRT1V FH) 90 Disclosure appendix 100 Disclaimer 103 HSBC Global Research - Monthly Style Monitor March 2012 Language: English Date: 2 Mar 2012 Page: 89 Summary 3 World 5 Global sectors 14 North America 23 Europe 29 Japan 35 Asia/Pacific ex Japan 41 Global Emerging markets 49 Emerging Asia 57 Emerging CEEMEA 63 Latin America 69 HSBC Style Models – relative performance 75 Appendix – how we calculate 76 Appendix 78 Disclosure appendix 86 Disclaimer 88 HSBC Global Research - Fixed Income Asset Allocation Language: English Date: 2 Mar 2012 Page: 28 Overview 3 Global direction 4 US 6 Eurozone 7 UK 8 Japan 9 Canada 10 Australia/New Zealand 11 Inflation-linked 12 Covered bonds 13 Guaranteed bonds & agencies 14 US credit 15 Asia credit 16 EM direction 17 Latin America 18 EMEA 19 Emerging Asia 20 Currency 21 DM trades and forecasts 22 EM trades and forecasts 23 Portfolio stance 24 Disclosure appendix 25 Disclaimer 27 |
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