tailieunhanh - Equities, “new hard currencies” and real estate in 2013

Due to saturation in some of the big Turkish cities and rapidly increasing land prices, many developers and institutional investors are forced to look beyond the biggest cities and explore secondary cities, like Mersin, Samsun, Kocaeli and Diyarbakir. Mersin for example, is a sizable city with a busy port on the Mediterranean coast of southern Turkey and an industrialised and commercially active city. It has already attracted a number of retail investment projects and houses five shopping centres, with the capacity to absorb further centres. Its retail profile is very similar to that of Athens, and its spending per m2 . | Credit Suisse Global Research Private Banking Investment horizon 6-12 months Research Monthly December 2012 Top 30 portfolio stock Chevron A leading energy-related recovery investment. US Real Estate Investment Trusts US real estate has upside potential as the rental market has bot- tomed out. REITS still offer value. Performance review 2012 Performance of Top Investment Ideas for 2012 page 5 Top investment ideas 2013 Top 2013 Investment Ideas page 6 Risk scenarios Alternative macro scenarios and their strategy implications pages Important disclosures are found in the Disclosure appendix. Credit Suisse does and seeks to do business with companies covered in its research reports. As a result investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For a discussion of the risks of investing in the securities mentioned in this report please refer to the following Internet link https riskdisclosure 2 27 11 2012 Credit Suisse - Research Monthly Editorial In this issue Giles Keating Head of Research for Private Banking and Asset Management 41 44 332 22 33 Is it right to assume that lackluster economic growth in developed economies will continue for several more years Such projections rely on three broad ideas Assertions that technological innovation has slowed demand constraints from the unwind of excess leverage and existential threats to the euro. The first of these seems difficult to justify for example look at our recent Global Investor on new applications of digital technology to healthcare . The second and third have clearly damaged growth in recent years but those years have also seen a transition toward solving those problems. Broken balance sheets are now largely repaired for most US banks and households though progress is much slower for .

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