【出版时间及名称】:2010年1季度全球新兴经济体投资策略报告
【作者】:汇丰银行
【文件格式】:pdf
【页数】:98
【目录或简介】:
Investment strategy 2
CEEMEA and Latam market
and sector recommendations 9
Asian market and sector
recommendations 14
Markets & Regions: CEEMEA 23
Central Europe (Neutral) 24
Russia (Overweight) 29
Turkey (Overweight) 32
South Africa (Underweight) 35
Egypt (Overweight) 38
Israel (Underweight) 41
Saudi Arabia (Off-benchmark) 44
UAE (Off-benchmark) 46
Kuwait (Off-benchmark) 48
Qatar (Off-benchmark) 50
Latam 53
Brazil (Neutral) 54
Mexico (Overweight) 56
Other Latam (Underweight) 59
Asia 65
China (Overweight) & Hong Kong (Overweight) 66
Korea (Neutral) 69
Taiwan (Overweight) 71
India (Underweight) 73
Other Asian markets 75
Malaysia 76
Indonesia 77
Thailand 78
Philippines 79
Datapack 80
Country/Sector performance 80
Earnings 83
Valuation 84
Sectors and stocks 85
Economic forecasts 86
Disclosure appendix 92
Disclaimer 94


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