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【出版时间及名称】：2010年亚洲证券市场投资策略报告
【作者】：瑞士信贷
【文件格式】：pdf
【页数】：160
【目录或简介】：
Table of contents
It is all about earnings ................................................................................... 5
Second year of recovery – average gain is 19% ......................................... 8
Asia versus the world .................................................................................. 12
Country strategy:
Overweight markets are Korea, Indonesia, China and India.................... 13
Sector strategy: Still Overweight cyclicals versus defensives................ 15
Credit Suisse model portfolio ..................................................................... 16
Country strategy........................................................................................... 17
Korea – 15-20% returns due to transition-related hiccups ............. 18
Indonesia – Stronger growth and stability phase............................ 28
India – Higher highs and higher lows amidst high volatility........... 35
China – Conviction in short supply................................................... 45
Thailand – Still some opportunities .................................................. 54
Hong Kong – Neither cheap nor very expensive ............................. 60
Philippines – Breaking the shackles................................................. 64
Pakistan – A play on falling risk premium........................................ 69
Singapore – A year of tourism and cash build-up ........................... 80
Malaysia – A relatively safe haven, but not yet................................ 87
Taiwan – Cyclical bounce matures into steady recovery................ 91
Australia – selected opportunities in a fully valued market.......... 101
Sector strategy ........................................................................................... 109
Energy – La La oil: $50 or $100? ..................................................... 110
Financials – outperformance to continue....................................... 114
Basic materials – Defensive positioning, be selective.................. 120
Technology – Still a lot to play for .................................................. 123
Consumer – Looking for rerating opportunities ............................ 130
Telecoms – Awaiting an end to earnings downgrades ................. 134
Agribusiness – 2010 will be another volatile year ......................... 141
Transportation – Improving demand outlook................................. 144
Small caps – Set to see another year of outperformance............. 149
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