【出版时间及名称】:2010年1季度全球证券市场投资策略报告
【作者】:汇丰银行
【文件格式】:pdf
【页数】:49
【目录或简介】:
Investment strategy 4
That tricky second year 4
The View 18
From top-down to bottom-up 18
Emerging versus developed 19
Regional recommendations 21
Sector recommendations 23
HSBC country and sector recommendations 26
Data pack 27
Regional performance 28
Major indices performance 29
Regional performance 31
Supersectors and selected cyclicals: price relatives 32
Growth indicators 33
Microthemes 34
Earnings and valuation – Aggregations 35
Revisions ratios: I/B/E/S consensus data (FTSE World
indices) – upgrades as percentage of all revisions 42
Monetary conditions 43
Liquidity and market conditions 44
Disclosure appendix 45
Disclaimer 48
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