【出版时间及名称】:2009年11月全球新兴市场货币研究报告
【作者】:汇丰银行
【文件格式】:PDF
【页数】:68
【目录或简介】:
Model portfolio and trade
recommendations 3
Chart of the month 4
Latam at a glance 6
Brazil: Revising BRL forecasts upwards 7
Argentina: Entering a period of FX stability? 14
Asia at a glance 18
Does selling EUR-Asia make sense? 19
RMB update 23
HKD: The state of play 25
PHP: The remarkable resilience of remittances 30
Tweaking our SGD NEER 35
Indonesia: Implications of possible controls on SBI 37
EMEA at a glance 39
Israel: Further ILS appreciation ahead 40
South Africa: ZAR – fundamentals vs flows 44
Turkey: How strong is the economic recovery? 49
Real effective exchange rates 53
Key global economic and FX
assumptions 60
Currency reference table 62
Emerging markets FX strategy
biographies 63
Disclosure appendix 66
Disclaimer 67
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