发帖
雷达卡
汇丰——第二季度亚洲宏观经济研究 英文版
Asian Economics-Second Quarter 2011-Still under control
07 April 2011
100pages
汇丰——亚太地区第二季度投资策略 英文版
Second Quarter 2011-Asia InsightsQuarterly
6 April 2011
66pages
汇丰——亚洲电信行业研究 英文版
Asian Telecoms-Scale benefits
6 April 2011
44pages
汇丰——中国宏观经济研究 英文版
China Economics-China Inside Out
28 February 2011
40pages
汇丰——中国投资手册 英文版
China Investment Atlas-2Q 2011: Turning positive
7 April 2011
36pages
其它资料：
JP摩根——亚太地区投资形势展望与投资组合策略
https://bbs.pinggu.org/thread-1075249-1-1.html
目录回复可见
汇丰——第二季度亚洲宏观经济研究 英文版
Contents
Key forecasts 4
Monetary & fiscal policy assumptions 5
Dangling, suddenly 6
No hard landing risk for China 16
GDP 25
Inflation 26
Industrial production & unemployment 27
Consumption & saving 28
Investment 29
Trade 30
Exchange rates & interest rates 31
Country profiles 33
Australia 34
China 38
Hong Kong 42
India 46
Indonesia 50
Japan 54
Korea 58
Malaysia 62
New Zealand 66
The Philippines 70
Singapore 74
Sri Lanka 78
Taiwan 82
Thailand 86
Vietnam 90
Disclosure appendix 95
Disclaimer 96
汇丰——亚太地区第二季度投资策略 英文版
Contents
Investment strategy 4
Decent, but only steady 4
Market recommendations 17
Move to domestic demand, away from exporters 17
Sector recommendations/investment themes 25
Change of focus 25
Appendix: scorecard methodology 32
A systematic approach 32
Quantitative factors 32
Subjective factors 33
Main markets 35
Japan (underweight) 36
China (→overweight) & Hong Kong (neutral) 39
Korea (→underweight) 42
Taiwan (→neutral) 44
India (→neutral) 46
Other markets 49
Australia 50
Singapore 51
Malaysia 52
Indonesia 53
Thailand 54
Philippines 55
Disclosure appendix 57
Disclaimer 59
汇丰——亚洲电信行业研究 英文版
Investment summary
They’re back: after losing out in the initial smartphone wave, market leaders’outlook is improving
Size matters: bigger networks are better-a key driver as network quality becomes a differentiator again
We reiterate our Overweight ratings on SK Telecom, NTT DoCoMo, and Telstra (an HSBC Asia Super Ten idea)
汇丰——中国宏观经济研究 英文版
Drought, wages and oil all add up to inflationary pressure-but there’s no need to panic…
…record grain reserves, 50m new rural workers and deep fiscal pockets can cushion the supply shock
汇丰——中国投资手册 英文版
Contents
2Q11: Turning positive 4
Monetary tightening is working 4
Fear of property bubble bursting overdone 6
Valuation is attractive 9
Analysing the next Five-Year Plan 10
Key policy targets 11
Challenges 11
Investment opportunities 12
Screening of 60 HK-listed, 7 Emerging Strategic Industry-related companies 18
Investment strategy 20
Investment strategy 20
Appendix 25
A- and H-share discount stock screen (62 companies) 26
Data pack 27
HSBC China coverage list (167 companies) 28
Disclosure appendix 32
Disclaimer 35
京公网安备 11010802022788号
