研报：Global Equity Quarterly

公司：花旗 Citi

语言：英文

页数：112页

日期：2013年10月4日


目录：

Citi Research Analysts    3

Still Positive    4

2013YTD    4

Macro Outlook    5

Rates, FX and Credit    6

Earnings: Up From The Plateau    7

Valuations: Rerated But Reasonable    8

Citi Strategists’ Market Targets    9

Recommendations    10

Regions    10

Global Sectors    11

Regional And Sector Allocation Model    12

Most Favoured Stock Lists    14

Regions    15

AC World

USA

Europe ex UK

United Kingdom

Japan

Australia

Emerging Markets

Asia ex Japan

Latam

CEEMEA

Countries    37

Brazil

China

India

Indonesia

Korea

Mexico

Poland

Russia

South Africa

Taiwan

Thailand

Turkey

Sectors    63

Energy

Materials

Industrials

Consumer Discretionary

Consumer Staples

Health Care

Financials

IT

Telecom Services

Utilities

Global Market Intelligence    87

Appendix A-1 96