研报：Emerging Markets Strategist  Less Fast, Less Furious, More Tempting

公司：汇丰 HSBC

语言：英文

页数：48页

日期：2013年9月27日


目录：

Less fast, less furious, more tempting    3

Top trades to play our views    12

List of open trade ideas    13

EM Macro Outlook    14

Macroeconomic Forecasts    17

EM FX Forecasts    18

EM Surprise Indices    20

Equity Strategy    27

Corporate Strategy    29

EM Fund Flows Watcher    37

EM Inflation Linkers    38

EM Inflation Linkers and Break-evens (cont’d)    39

External Debt Rich-Cheap    40

Disclosure appendix    44

Disclaimer    47