Báo cáo của HSBC cho thị trường châu Á: Viet Nam tiếp tục là điểm đầu tư hấp dẫn nhất của thị trường

Our six themes for 2008 are:

* Implications of inflation. Country performance in 2008 could be largely decided by what happens to inflation and how each central bank responds. Beneficiaries: Hong Kong, India, Malaysia, real estate, companies with pricing power.

* Endogenous growth. In an environment of slowing cyclical growth, we prefer stocks "growing from within": India, China, telecoms, infrastructure, consumption.

* Pricey growth or sluggish value? We generally prefer growth but, to lower risk, investors should leaven their portfolios with a sprinkling of value: Korea, Thailand.

* Political changes for the better. Five out of the seven largest markets in Asia Pacific hold elections between November 2007 and summer 2008. In Korea - and possibly in Thailand, Taiwan, Japan and Malaysia - this should be positive for markets.

* Where China''s money will go. Portfolio outflows from China will have a major impact on markets. Apart from overseas-listed Chinese companies, beneficiaries include: Korea, Singapore, India and foreign companies with exposure to China.

* Exploring frontier markets. 2008 could be the year Asia''s frontier markets come of age: think Vietnam, Pakistan, Bangladesh, Sri Lanka - even tiny markets like Mongolia or Mauritius.

Chú nào theo dõi tin anh post phổ biến kiến thức ở đây, thì tin của MT chả có vẹo gì mới hơn cả... Surely là như thế
Và dù chả có tin gì, thì VNI 2008 không thể không có tăng trưởng
Đó là điều chắc chắn.

HSBC: Asia Insights Special : Investment themes for 2008

14 December 2007

* We explain our six investment themes for 2008
* Market drivers: reactions to inflation, endogenous growth
* Areas of focus: politics, China''s outflows, mini markets

It can''t stay this good for ever. Asia ex Japan equities have risen 38% this year, after 29% in 2006. Returns are very unlikely to be as good next year in an environment of slowing US growth, an ongoing credit crunch and high PEs for Asian stocks, although we think they will be positive.

Our themes for 2008, therefore, look for ways to maintain exposure to Asian growth whilst reducing risk. We would look for countries with moderately rising inflation and a dovish central bank, stocks that have "endogenous growth", i.e. internally generated - and, though we think growth will continue to outperform, we would add a sprinkling of value. Over the next 12 months, investors are likely to obsess about political risk (mainly on the upside in Asia) and about where China''s money will flow, and to start to look at Asia''s mini markets such as Vietnam or Sri Lanka.

Our six themes for 2008 are:

* Implications of inflation. Country performance in 2008 could be largely decided by what happens to inflation and how each central bank responds. Beneficiaries: Hong Kong, India, Malaysia, real estate, companies with pricing power.

* Endogenous growth. In an environment of slowing cyclical growth, we prefer stocks "growing from within": India, China, telecoms, infrastructure, consumption.

* Pricey growth or sluggish value? We generally prefer growth but, to lower risk, investors should leaven their portfolios with a sprinkling of value: Korea, Thailand.

* Political changes for the better. Five out of the seven largest markets in Asia Pacific hold elections between November 2007 and summer 2008. In Korea - and possibly in Thailand, Taiwan, Japan and Malaysia - this should be positive for markets.

* Where China''s money will go. Portfolio outflows from China will have a major impact on markets. Apart from overseas-listed Chinese companies, beneficiaries include: Korea, Singapore, India and foreign companies with exposure to China.

* Exploring frontier markets. 2008 could be the year Asia''s frontier markets come of age: think Vietnam, Pakistan, Bangladesh, Sri Lanka - even tiny markets like Mongolia or Mauritius.

Vừa chạy ra ngoài lát, post xong mới biết các bác post rồi nhưng báo cáo này nó công bố từ trước ngày 14/12, giờ mới công bố cho dân VN mình thì e là ....

bác wall dạo này "khệnh" và hay mất bình tĩnh quá ... chẳng hiểu vì lí do gì nữa

Em cũng phải công nhận cụ wall dạo này nói hơi nhiều

Bác nào có bản repót, gửi cho em với nhé: thuong18@gmail.com

Chả nói câu nào, chỉ gõ thôi
Nhắm mắt gõ cũng ra vài dòng, hè hè
Chú nào làm cho các tổ chức cay anh thì anh cũng chịu

Anh là "Individual Investors'' Protector" khà khà..