汇丰银行：2013年1季度全球市场投资策略（免费）

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Investment strategy 2
Thinking about EM from a dividend perspective 2
GEM strategy data 9
CEEMEA and LatAm market
and sector recommendations 14
Market and sector overview 14
Markets 14
Asian market and sector
recommendations 19
Countries 19
Sector views 20
Markets & Regions: CEEMEA 25
Central Europe (underweight) 26
Russia (overweight) 31
Turkey (Overweight) 34
South Africa (underweight) 37
Egypt (overweight) 40
GCC (off-benchmark) 44
LatAm 47
Brazil (overweight) 48
Mexico (underweight) 51
Southern Cone & Andean (underweight) 54
EM Asia 61
China (overweight) 62
Korea (overweight) 64
Indonesia (overweight) 66
Malaysia (neutral) 68
Taiwan (neutral) 70
India (neutral) 72
The Philippines (underweight) 74
Thailand (underweight) 76
Disclosure appendix 78
Disclaimer 80

hsbc 全球市场投资策略 13q1.PDF (1.15 MB)

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关键词：汇丰银行 市场投资 投资策略 全球市场 1季度 汇丰银行 投资策略 Investment overview market

顶起来，

顶顶

雖然我很討厭匯豐，但還是要支持一下。。

看看

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