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Table Of Contents

Investment strategy
Cyclical exposure…
Market recommendations
1. Market recommendations
Stick to quality cyclicals
Main markets
Japan (neutral)
China (neutral) & Hong Kong (neutral)
Korea (underweight)
Taiwan (overweight)
India (overweight)
Other markets
Australia
Singapore
Malaysia
Indonesia
Thailand
Philippines
Country/ Sector performance
Datapack
Valuation
Supply & demand
Politics and risk
Sectors and stocks
Economic forecasts
HSBC Economic Forecasts
Top stock picks
Disclosure appendix
Disclaimer
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Asia Insights the Long Climb Back Apr-1

Asia Insights the Long Climb Back Apr-1

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Published by Nam Nguyen

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Published by: Nam Nguyen on Jun 04, 2012
Copyright:Attribution Non-commercial

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06/04/2012

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