HSBC-亚太地区投资策略之亚洲股市2021：牛年—回归牛群-2020.11.16-50页

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HSBC-亚太地区投资策略之亚洲股市2021：牛年—回归牛群-2020.11.16-50页

# 亚洲 # 股市 # 投行报告大小：0.98M | 页数：50 | 上架时间：2020-11-26 | 语言：英文

HSBC-亚太地区投资策略之亚洲股市2021：牛年—回归牛群-2020.11.16-50页.pdf

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HSBC-亚太地区投资策略之亚洲股市2021：牛年—回归牛群-2020.11.16-50页.pdf

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类型: 策略

上传者: YLY.sjz

撰写机构: HSBC

出版日期: 2020-11-16

摘要：

Improving earnings growth next year should benefit cyclical value names as the premium for growth stocks moderates

Market dislocations to narrow as a recovery should support the broader market; we prefer quality growth stocks that have lagged…

…and present 11 investable ideas related to this, including a cyclical recovery call, a small-cap idea, and 2020 laggards We are moderately constructive on Asian equities in 2021. Current consensus is for a strong 25% recovery in EPS growth in 2021. But valuations differ significantly across Asia, and many investors are positioned with a focus on North Asia. We forecast c10% upside for Asian stock prices in 2021e, most of it coming from Hong Kong and ASEAN.

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