2010年4月土耳其证券市场投资策略报告

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【出版时间及名称】：2010年4月土耳其证券市场投资策略报告
        【作者】：德意志银行
        【文件格式】：pdf
        【页数】：34
        【目录或简介】：
Table of Contents
Investment summary ........................................................................ 3
Options for nervous bulls: Shuffling or Pocketing.....................................................................3
Turkish equity strategy ..................................................................... 5
Recent outperformance calls for profit-taking...........................................................................5
Long-term fundamentals are still intact.....................................................................................7
Sector performance........................................................................... 8
Banks’ robust performance carried the market to its new peak ...............................................8
Consensus revision trends................................................................ 9
Upward revisions continue at a decelerating pace ...................................................................9
Economic outlook............................................................................ 10
GDP growth surprises on the upside . . . ................................................................................10
. . .but sustainable dynamics may be a concern .....................................................................11
CBT remains relatively dovish .................................................................................................11
Sector allocations & top picks........................................................ 13
Mapping value across the ISE.................................................................................................13
Sector rankings and top picks .................................................................................................16
Performance of our top picks portfolio ...................................................................................19
Top picks portfolio methodology ............................................................................................19
Mapping value across ISE............................................................... 20
Market data...................................................................................... 24
Datascan........................................................................................... 27
Key market aggregates ................................................................... 29
Foreign participation in ISE ............................................................ 30

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关键词：投资策略报告 证券市场 投资策略 市场投资 策略报告 投资 证券 土耳其

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