【出版时间及名称】：2010年2月全球新兴市场投资策略报告
        【作者】：汇丰银行
        【文件格式】：pdf
        【页数】：64
        【目录或简介】：
Key country calls 3
Market calls 5
Cross asset 6
FX 10
Fixed income 12
Equity 16
Commodities 19
Macro convictions 21
CE3: Fiscal deterioration dents euro hopes 22
China: unleashing consumer power 25
Venezuela: temporary relief 27
Global liquidity and EM 30
Corporate convictions 35
Bank of China (equity, China) 36
Evraz (equity, Russia) 38
Gazprom (credit, Russia) 40
Korea Expressway (credit, Korea) 42
Neo-China Land (credit, China) 44
OGX Petroleo E Gas (equity, Brazil) 64
Samsung Electronics (equity, Korea) 48
Databook 51
Appendix: risk-adjusted return
methodology 54
Disclosure appendix 56
Disclaimer 62