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雷达卡
Language: English
Date: 14 Feb 2012
Page: 40
What over-investment? 3
Investment boom still the largest growth driver 3
What over-investment? 5
Policy implications 8
Charts 11
GDP 12
Industrial production 14
Private consumption 16
Fixed investment 18
Trade 20
Prices 22
Commodity prices 24
Money and credit growth 26
Interest and exchange rates 28
Employment and income 30
Asset markets 32
Data and forecasts 35
China 36
Disclosure appendix 38
Disclaimer 39
HSBC Global Research - China Banks
Language: English
Date: 13 Feb 2012
Page: 60
The next catalyst … the wait may soon be over 4
Monetary vs fiscal policy 12
Loan growth: the key driver to profits in 2012 19
Capital risks remain, perhaps delayed 27
Forecasts and valuations 37
Financials and key estimate changes 41
Disclosure appendix 56
Disclaimer 59
HSBC Global Research - Hong Kong Banks
Language: English
Date: 13 Feb 2012
Page: 48
Less is more in 2012 4
Margin likely to hold up 6
Falling credit risks 13
Non-interest income: still supportive 19
Valuation adjustments 24
Company forecasts 31
Appendix 1: Hong Kong banking summary 37
Appendix 2: Liquidity and rates in Hong Kong 38
Disclosure appendix 43
Disclaimer 47
本帖隐藏的内容
20120214 China Inside Out.pdf
(592.4 KB)
20120213 Hong Kong Banks.pdf
(420.3 KB)
20120213 China Banks.pdf
(542.46 KB)
HSBC Global Research - European Airports, Banks, Security & Currency Outlook
https://bbs.pinggu.org/forum.php?mod=viewthread&tid=1345933&from^^uid=143965
HSBC Global Research - European Banks, & The Chemical Sector
https://bbs.pinggu.org/forum.php?mod=viewthread&tid=1348255&from^^uid=143965
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