European Equity Themes PRODUCT MARKETING THEME Back to normal With leading indicators having marked a clear turning point in the cycle, the incentive to lengthen the time horizon to value the earnings stream of companies has increased. The...
Global equity strategy STRATEGY Regional strategy We upgrade the UK to overweight from benchmark to reflect: (a) policy monetary conditions (exchange and interest rates) are now looser than other regions and normally monetary conditions le...
Swiss Equity Ideas QUARTERLY Spring Edition Geographical and sector considerations From a regional point of view, Credit Suisses global strategy team has left its position on continental European equities unchanged and recommends a 20% und...
2012: A Margin Odyssey PRODUCT MARKETING THEME Normalized Earnings Potential in a Recovery Scenario ■ If we told you that gaming stocks reflect a recovery in 2010 but that cruise lines assume a continued recession, would you be surprised?...
When more interest in Davids Could you name which sectors that very few investors were interested in three months ago, but are now outperforming nicely? Technology, commodity and banks. Another one is DGs small-cap sector, which many small...
Looking for small-cap laggards? The more undervalued Asian small caps have outperformed the large caps by 7% in the past five months. Taiwan, China and Indonesia are the most powerful small-cap arenas in the region. Interest in small caps...
内容简介 上 交所上市的港股ETF - 中国流动性主题的下一步？ #1048708; 上交所上市的港股ETF可能包括行业ETF 5月9日，中央政府和香港特区签署了《内地与香港关于建立更紧密经贸关系 的安排》（CEPA）补充协议六，其中内地承诺将积极考虑推出基于香港上 市股...
目 录 Ⅰ 2008年一季度证券市场运行状况及特点...............................1 一、股票市场...................................................... 1 （一）股市总体走势................................................ 1 （二）指数相对价值..........
China Equity Strategy Ample Liquidity to Back Economic Recovery, Higher Asset Prices Loose monetary stance to continue China is likely to maintain a loose monetary policy that exceeds market expectations. The uneven recovery in the economy...
Asia: 2H09 Outlook Pricing in a V; Earnings Are Now the Key Market valuations back at historical average On P/BV, Asia ex-Japan is trading at a multiple (1.7x) that historically has taken two years to reach post a recovery. In other words,...
