HSBC Global Research - US Financial Institutions & Emerging Markets Strategist
Language: English

US Financial Institutions
Date: 15 December 2011
Page: 36

Emerging Markets Strategist
Date: 14 December 2011
Page: 56
Contents:
EM strikes back 3
Local Markets 16
External Debt 18
Foreign exchange 20
Equity strategy 22
Corporates strategy 24
EM Flows Watcher 31
Macroeconomic forecasts 32
EM FX forecasts 33
EM Central Bank Monitor 34
Surprise Indices 35
Tables and Charts
Local markets 36
EM Inflation linkers and breakevens 39
EM External Debt Rich-Cheap Monitor 42
External debt 44
External yield curves 46
External debt bonds, CDS & basis 47
FX: spot, HSBC forecasts, and forward curves 49
Equities 51
Disclosure appendix 53
Disclaimer 55

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本附件包括：

• 20111215 US Financial Institutions.pdf
• 20111214 Emerging Markets Strategist.pdf