HSBC Global Research - Report Card Q1 2012
Language: English
Date: 2 Mar 2012
Page: 104

To have and have not 3
Verdict on Q4 in Europe 3
Verdict on Q4 globally 5
Update on pricing 5
The outlook for capex in 2012e 9
Positioning for mid-cycle reality 10
Our high conviction stocks 11
Company profiles 15
ABB (ABBN VX) 16
Alfa Laval AB (ALFA SS) 21
Alstom (ALO FP) 26
Atlas Copco (ATCOA SS) 31
Kone (KNEBV FH) 36
Legrand (LR FR) 41
Metso (MEO1V FH) 47
Philips (PHIA NA) 54
Sandvik (SAND SS) 61
Schneider Electric (SU FP) 66
Siemens (SIE GY) 72
SKF (SKFB SS) 78
Volvo (VOLVB SS) 82
Wartsila (WRT1V FH) 90
Disclosure appendix 100
Disclaimer 103


HSBC Global Research - Monthly Style Monitor March 2012
Language: English
Date: 2 Mar 2012
Page: 89

Summary 3
World 5
Global sectors 14
North America 23
Europe 29
Japan 35
Asia/Pacific ex Japan 41
Global Emerging markets 49
Emerging Asia 57
Emerging CEEMEA 63
Latin America 69
HSBC Style Models – relative performance 75
Appendix – how we calculate 76
Appendix 78
Disclosure appendix 86
Disclaimer 88


HSBC Global Research - Fixed Income Asset Allocation
Language: English
Date: 2 Mar 2012
Page: 28

Overview 3
Global direction 4
US 6
Eurozone 7
UK 8
Japan 9
Canada 10
Australia/New Zealand 11
Inflation-linked 12
Covered bonds 13
Guaranteed bonds &
agencies 14
US credit 15
Asia credit 16
EM direction 17
Latin America 18
EMEA 19
Emerging Asia 20
Currency 21
DM trades and forecasts 22
EM trades and forecasts 23
Portfolio stance 24
Disclosure appendix 25
Disclaimer 27

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