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汇丰：油价下跌中的环球股市策略
２３页 01.15 pdf
Oil sector is still a call on oil prices, despite low valuations
Remain neutral the resources bloc and emerging markets
Main risk for equity markets is still interest rate worries
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Recently we have been struggling to find many convincing sector themes in the market: as
we noted before Christmas (in Equity Insight 34), particularly in Europe, dispersion of
sector performance has been low and at the ‘supersector’ level relative performance charts
have been flat lining. We have suggested that the reasons may include: uncertainty over
the nature of the economic slowdown; and themes that ‘cut across’ sectors, most
prominently of course the M&A boom.
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