We remain positive on the KOSPI, given the combination of: 1) a likely shift in incremental global growth drivers later this year (from emerging economies to developed economies), 2) room for positive surprise in the pace of the USs recove...
Canadian Equity Research THEME Naturally normal ■ Preferred sectors: Upon contemplating a movement from todays market to that of a normalized earnings scenario in 2012, we have some clear sector preferences within the coverage universe of...
David Goliath Research Analyst Kenny Lau, CFA (Regional Sector Head) 852 2101 7914 Gabriel Chan, CFA (Hong Kong Small Caps/Macau Gaming) 852 2101 6523 Adrian Chan (Hong Kong Small Caps) 852 2101 6469 Jinsong Du (China Small Caps/Healthcare...
On the cusp of structural change One of the most resilient countries in the current crisis a strong domestic economy has led to positive earnings growth. Low interest rates and infrastructure development to support the creation of a strong...
Thailands secure financial situation has enabled it to weather the storm in spite of economic and political challenges. With fiscal stimulus and low interest rates, the economy should see a recovery going into 2010 we project 3.8% GDP grow...
Summary: April marked the tenth straight month of YoY declines for total global debt volumes and total U.S. debt volumes, the greatest consecutive decline since 1990. Not only is the length of contraction of 10 months and counting remarkab...
Asian sovereigns: The politics of inflation Summary Two months ago we warned that the Asian credit market could become unhinged by rising inflation (see The View, May 2008). The inflation trend in Asia is today well established, the only u...
内容简介 日前347只证券投资基金披露了截至2007年6月30日的资产净值、份额净值和份额累计净值等数据。基于此，我们推出了《中国证券投资基金2007年上半年行业统计报告》。 基金资产净值17990.73亿元 截至2007年6月30日，共有347只证券投资基金正式运作，资产...
目 录 Ⅰ 2005年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）股市交易分析..........
内容摘要：2008年，我国A股市场在非理性上涨带来的自然调整压力、大小非持续减持、高估值下上市公司巨额再融资愿望强烈、上市公司业绩增长面临较大减速甚至下降预期及国际金融市场剧烈动荡等因素的共同作用下，经历了历史罕见的大幅下跌。尽管经历大幅下跌后...
