请选择 进入手机版 | 继续访问电脑版
楼主: coloRLOw
1969 0

[外行报告] HSBC:China Investment Atlas (Issue 23)09.10.9 [推广有奖]

  • 0关注
  • 0粉丝

讲师

50%

还不是VIP/贵宾

-

威望
0
论坛币
6907 个
通用积分
0
学术水平
1 点
热心指数
2 点
信用等级
1 点
经验
29852 点
帖子
68
精华
0
在线时间
992 小时
注册时间
2007-10-13
最后登录
2018-9-19

coloRLOw 发表于 2009-10-14 16:50:59 |显示全部楼层 |坛友微信交流群
相似文件 换一批

+2 论坛币
k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群
赵安豆老师微信:zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

感谢您参与论坛问题回答

经管之家送您两个论坛币!

+2 论坛币
Our macro analytical model suggests strong earnings growth will continue for at least six months. This is driven by both a demand recovery and improving profit margins, as
the V-shaped economic recovery continues and becomes more broadly based (pages 3-5).

We continue to see strong risk appetite for Chinese equities as better alternatives for cash, as the earnings yield gap remains high in a low interest rate environment at 7-8% for Hong Kong market indices and more than 4% for the A-share market (pages 6-7).

Policy stance has shifted to “structural adjustment” from “ensuring growth”. The five key areas are industrial revitalisation, regional development, developing a low-carbon economy, livelihood and spurring consumption growth. Although itsupporting SMEs, improving people’s may increase market volatility in the short term, it’s good for the economy and market in the long run because it lowers the risk of overheating and asset bubbles (pages 8-10).

Liquidity should remain ample in both HK and A-share markets, though pressure is building as the pace of equity offerings picks up (pages 11-13).

...

China Investment Atlas (Issue 23).pdf (413.78 KB, 需要: 3 个论坛币)
二维码

扫码加我 拉你入群

请注明:姓名-公司-职位

以便审核进群资格,未注明则拒绝

关键词:Investment investmen Invest Atlas China issue Investment China HSBC Atlas

您需要登录后才可以回帖 登录 | 我要注册

本版微信群
加JingGuanBbs
拉您进交流群

京ICP备16021002-2号 京B2-20170662号 京公网安备 11010802022788号 论坛法律顾问:王进律师 知识产权保护声明   免责及隐私声明

GMT+8, 2024-3-29 16:38