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Bản báo cáo đưa ra một số lời khuyên về chiến lược đầu tư tại châu Á trong quý 2 năm 2008 trong đó có thị trường chứng khoán Việt Nam | Macro Equity Strategy Q2 2008 Main contributors Garry Evans* What kind of bear? Strategist +852 2996 6916 garryevans@hsbc.com.hk Garry heads HSBC’s equity strategy team in Asia-Pacific. His previous roles at HSBC include Head of Pan-Asian Equity Research and Chief Japan Strategist. Garry began his career as a financial journalist and was editor of Euromoney magazine What kind of bear? for eight years before joining HSBC in Tokyo in 1998. Steven Y. Sun, CFA* Strategist Asia’s bear market is likely to be mild, not vicious +852 2822 4298 stevensun@hsbc.com.hk Steven Y. Sun is a strategist on HSBC’s Asia-Pacific equity strategy team. Steven joined HSBC in 2006, prior to which he was a China specialist for a private macroeconomic consultancy in Washington DC. Steven began his career as a financial analyst for a state-owned financial institution in Beijing in 1996. Akane Nishizaki* Strategist +813 5203 3943 Equity Strategy akane.nishizak@hsbc.co.jp The investment world has changed. We believe that Asia is now in a bear market. Akane joined HSBC as a graduate trainee in 2001. After training, she worked in the treasury department in Tokyo for more than a year, selling foreign exchange, mainly options. She joined the equity research department in April 2005 as an associate From last October’s peak, the index has fallen 29%. Risk aversion is likely to continue in strategy. and US growth will slow over the coming months. Jacqueline Tse* Strategist +852 2822 6602 jacquelinetse@hsbc.com.hk It may not be a particularly nasty bear, though. We see a “W-shaped” slowdown in Jacqueline joined HSBC in February 2008 as an Equity Strategist, Asia Pacific. Her previous experience includes working with the US, not a recession. Asian economic growth will decouple to a degree. There the corporate treasury team of a leading investment bank with particular emphasis on Korea, Thailand and Malaysia, Associate Economist for a leading bank, and Senior Financial Analyst for Hewlett Packard. She .
