【出版时间及名称】：2010年第1季度亚洲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
Little room for upside surprise 4
Market recommendations 16
A nuanced approach 16
Results from the scorecard 17
Recommended weights 18
Sector recommendations/
investment themes 22
From industrials to consumption 22
Sector recommendations 23
Main markets 29
Japan (neutral) 30
China (overweight) & Hong Kong (overweight) 32
Korea (neutral) 36
Taiwan (overweight) 38
India (underweight) 40
Other markets 43
Australia 44
Singapore 45
Malaysia 46
Indonesia 47
Thailand 48
Philippines 49
Datapack 50
Country/Sector performance 50
Earnings 52
Valuation 53
Supply & demand 54
Politics and risk 55
Sectors and stocks 56
Economic forecasts 60
Disclosure appendix 61
Disclaimer 64