[营销星球]汇丰银行-全球股票策略：2018年谁在做空-2018.8-118页

Disclaimer&Disclosures:ThisreportmustbereadwiththedisclosuresandtheanalystcertificationsintheDisclosureappendix,andwiththeDisclaimer,whichformspartofithttps://www.research.hsbc.comPlayvideowithDanielGrosvenorGlobalEquityStrategyWhosellswhere2018Tradewars,FXvolatilityandgrowthdivergencesmeanunderstandinggeographicrevenuesisevermoreimportantWeidentifythelikelylosersfromtariffsandthelikelywinnersfromUSDstrength,andwelookforopportunitiesamidtheEMsell-offWepresent23thematicstockscreensandupdateouranalysisofthestocksinthe29largestcountryindicesgloballyEQUITYSTRATEGYGLOBALAugust2018By:BenLaidler,DanielGrosvenor,AlastairPinder,andtheglobalequitystrategyteamhttps://www.research.hsbc.com/R/20/2kJP6Dk????1EQUITYSTRATEGY●GLOBALAugust2018SummaryThisisthenintheditionofourguidetothegeographicbreakdownofcorporatereve