BNP百富勤：亚洲证券市场投资策略报告2009年3月

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Contents
Asset allocation recommendations ................................................................................ 3
Overweight cyclical markets, underweight defensives 3
Upgrading Korea and Taiwan 3
The Investment Wheel 5
Increase equity and equity-linked issuance 6
Dollar weakness: good news for Asia 6
Early signs of improving liquidity 8
Cyclically adjusted P/Es 9
CoE peaks, equities bottom 11
Outlook for volatility 12
Investment implications 13
Country section............................................................................................................ 14
China 14
Korea 16
Taiwan 18
India 20
Hong Kong 22
Singapore 24
Malaysia 26
Thailand 28
Indonesia 30
Appendices ................................................................................................................. 32
1. Country asset allocation model 32
2. Asian key macroeconomic forecasts 37

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关键词：投资策略报告 亚洲证券 证券市场 投资策略 策略报告 投资 百富勤 BNP 亚洲证券