【机构】汇丰银行HSBC
【篇幅】PDF85页
【内容】2013全球新兴市场投资策略
【目录】

Equity Strategy
Global Emerging Markets
Q3 2013
abc
Investment Strategy 2
CEEMEA and LatAm market
and sector overviews 16
Asian market and sector
overviews 20
Markets & Regions: CEEMEA 29
CE3 (underweight) 30
Russia (neutral) 36
Turkey (overweight) 39
South Africa (underweight) 42
Frontier markets
(off-benchmark) 45
Markets & Regions: LatAm 51
Brazil (neutral) 52
Mexico (neutral) 55
Andean (underweight) 58
Markets & Regions: EM Asia 63
Malaysia (overweight) 64
Indonesia (overweight) 66
India (overweight) 68
Taiwan (neutral) 70
Thailand (neutral) 72
The Philippines (neutral) 74
China (neutral) 76
Korea (underweight) 78
Disclosure appendix 82
Disclaimer 84
We acknowledge the assistance of Ritika Chhabra* and
Kishore Muktinutalapati*, associates in our Bangalore
office, in production of this report.
*Employed by a non-US affiliate of HSBC Securities (USA) Inc,
and is not registered/qualified pursuant to FINRA regulations