汇丰银行：2013年1季度亚洲证券市场投资策略（免费）

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Investment strategy 6
Much the same 6
A key difference 6
Value search 9
Four themes 11
Japan 11
What could go wrong? 12
Market and sector
recommendations 13
Asian equity scorecard 13
Country views 14
Sector views 15
Scorecard methodology 18
China (overweight) and Hong
Kong (underweight) 20
Why we are overweight China and downgrade
Hong Kong to underweight 20
Korea (overweight) 23
Why we upgrade to overweight 23
Indonesia (overweight) 25
Why we are overweight 25Malaysia (neutral) 27
Why we downgrade to neutral 27
Singapore (neutral) 29
Why we are neutral 29
Taiwan (neutral) 31
Why we upgrade to neutral 31
India (neutral) 33
Why we upgrade to neutral 33
The Philippines (underweight) 35
Why we are underweight 35
Thailand (underweight) 37
Why we downgrade to underweight 37
Disclosure appendix 41
Disclaimer 43

2012-12-14_汇丰银行_Asia Equity Insights Quarterly：Prefer value over growth.pdf (666.56 KB)

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