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HSBC Global Research - 28-29 Mar 2012
terrytong
6199 26
2012-03-29
HSBC Global Research - 29 Mar 2012

China Investment Atlas (Issue 39)
Language: English
Page: 60


Back to fundamentals 4
Risk on, but not for HK yet 4
More easing warranted to allay growth concern 6
Downward earnings revison will soon be reversed 8
Chairman Guo is reshaping the A-share market 10
Oil is the risk 12
Investment strategy 13
Revise up 2012 index targets 13
Sector allocation strategy 15
Model portfolio adjustments 17
Market moving events 19
Market indicators 21
Market performance 22
Valuation 24
Earnings 26
Liquidity 28
Sector indicators 31
Appendix 49
Data pack 50
A-and-H dual-listed shares (70 companies) 51
HSBC China coverage list (187 companies) 52
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terrytong
2012-3-29 01:55:27
HSBC Global Research - 29 Mar 2012

Asian Economics Quarterly
Language: English
Page: 98


Key forecasts 4
Monetary & fiscal policy assumptions 5
Finding balance 6
Landed, softly 6
No longer falling 7
Liquidity is back 9
Sticky all around 13
What to do about it 16
China: Stepping up easing 18
Growth still under pressure 18
Stepping up easing 21
Just a modest recovery 22
GDP 24
Inflation 25
Industrial production & unemployment 26
Consumption & saving 27
Investment 28
Trade 29
Exchange rates & interest rates 30
Country profiles 31
Australia 32
China 36
Hong Kong 40
India 44
Indonesia 48
Japan 52
Korea 56
Malaysia 60
New Zealand 64
The Philippines 68
Singapore 72
Sri Lanka 76
Taiwan 80
Thailand 84
Vietnam 88
Disclosure appendix 94
Disclaimer 95



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terrytong
2012-3-29 01:57:36
HSBC Global Research - 28 Mar 2012

Global Investment Banks
Language: English
Page: 99


Investment Summary 3
Returns divergence 10
Basel III will have a major impact on ROE 10
US banks appear better capitalised than peers 11
Business mix to perpetuate return differentials 12
Funding divergence 14
Why does funding matter? 14
Liquidity not a concern 18
Investment Banking 20
Regulatory backdrop 20
Asset quality: Gradual
improvement 26
Asset Quality & Reserving 26
Mortgage litigation
manageable 31
Mortgage litigation risk 31
JP Morgan 35
Morgan Stanley 45
Citigroup 53
Goldman Sachs 64
Bank of America 71
Annexe 81
M&A League tables 2011 87
ECM League Tables 2011 88
DCM League tables 2011 89
Disclosure appendix 95
Disclaimer 98



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terrytong
2012-3-29 02:00:16
HSBC Global Research - 28 Mar 2012

Global Economics Quarterly
Language: English
Page: 102


Key forecasts 6
Monetary & fiscal policy assumptions 7
Green shoots, weak roots 8
A happier tone 8
Why should growth suddenly be a lot weaker? 11
Our new forecasts 22
Global economic forecasts 23
GDP 24
Consumer prices 26
Short rates 28
Long rates 29
Exchange rates vs USD 30
Exchange rate vs EUR & GBP 31
Consumer spending 32
Investment spending 33
Exports 34
Industrial production 35
Wage growth 36
Budget balance 37
Current account 38
Country and Territory sections US 40
Canada 42
Mexico 43
Brazil 44
Argentina 46
Chile 47
Eurozone 48
Germany 50
France 52
Italy 54
Spain 56
UK 58
Norway 60
Sweden 61
Switzerland 62
Hungary 63
Poland 64
Romania 66
Czech Republic 67
Russia 68
Turkey 70
Egypt 72
Israel 73
Saudi Arabia 74
UAE 75
South Africa 76
Japan 78
Australia 80
New Zealand 81
China 82
India 84
Hong Kong 86
Indonesia 87
Malaysia 88
Philippines 89
Singapore 90
South Korea 91
Taiwan 92
Thailand 93
Vietnam 94
Disclosure appendix 98
Disclaimer 99



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yuromeo
2012-3-29 18:40:07
excellent
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zhwj1216
2012-3-29 19:32:52
谢谢楼主分享！
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