发帖
雷达卡
目录
The rise of the West (and Japan) ..................................................... 3
Spreads, divergences, gaps......................................................................................................3
Regional views and country summary ....................................................................................13
Country summary....................................................................................................................14
Sector selection ......................................................................................................................15
Asia model portfolio................................................................................................................18
Global – valuation....................................................................................................................20
Global metrics........................................................................................................................21
Global metrics (continued) ......................................................................................................22
Global – market intelligence....................................................................................................23
Global – market intelligence (continued) .................................................................................24
Asia ex Japan – valuation ........................................................................................................25
Asia ex Japan – investor sentiment.........................................................................................26
Asia ex Japan – technicals ......................................................................................................27
Asia ex Japan – growth and earnings......................................................................................28
Asia ex Japan – liquidity ..........................................................................................................29
Asia ex Japan – factor performance........................................................................................30
Asia ex Japan – market Intelligence........................................................................................31
Japan strategy........................................................................................................................32
Japan – market intelligence.....................................................................................................33
Japan – valuations...................................................................................................................34
Japan – investor sentiment .....................................................................................................35
Japan – technicals...................................................................................................................36
Japan – growth and earnings..................................................................................................37
Japan – liquidity ......................................................................................................................38
Japan – factor performance ....................................................................................................39
China strategy .........................................................................................................................40
Hong Kong strategy ................................................................................................................41
India strategy ..........................................................................................................................42
Indonesia strategy...................................................................................................................43
Korea strategy........................................................................................................................44
Malaysia strategy ....................................................................................................................45
Philippines strategy.................................................................................................................46
Singapore strategy..................................................................................................................47
Taiwan strategy.......................................................................................................................48
Thailand strategy.....................................................................................................................49
Appendix A....................................................................................... 50
Appendix B....................................................................................... 54
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