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雷达卡
Language: English
Date: 6 Feb 2012Page: 120
Pricing matters 3
Macro view – Better than we
thought 12
Micro view – Growth secures
margins 22
Charts book 33
Company profiles 59
Continental 60
ElringKlinger 68
Faurecia 74
Leoni 80
Michelin 86
Nokian Renkaat 92
Pirelli 98
Rheinmetall 104
Valeo 108
Disclosure appendix 116
Disclaimer 119
HSBC Global Research - Gold Outlook
Language: English
Date: 5 Feb 2012
Page: 32
HSBC gold outlook 3
Steady as she goes 3
Upward bias restored 3
Investment case for gold 6
In gold we trust 6
Confidence: The key to gold in 2012 6
Global risk factors are growing 7
Support from imbalances and disparity 8
Food, fuel, and gold 9
Political changes could affect gold 10
The arithmetic of doom 11
EUR/USD: A supportive case 12
Reasons to be EUR-positive 13
Investment market trends 15
Official sector 15
In search of portfolio diversity 15
Gold lease rates 18
Commitments of Traders 19
Not long at all 19
Exchange-traded funds 20
Still higher but more volatile 20
Trends in supply/demand 22
Gold mine supply trends 22
A costly business 22
Exploring productivity 23
Scrap 24
Capped? 24
Hedging 25
Trivial pursuit 25
Fabrication 26
Holding on 26
Disclosure appendix 30
Disclaimer 31
20120206 The Hidden Risk.pdf
(959.09 KB)
20120205 Gold Outlook.pdf
(316.37 KB)
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