Economic and financial outlook changes

Mathilde Lemoine
Directeur des Etudes Economiques
HSBC France

The improvements are indisputable and GDP should continue to grow in Germany, France and China until the end of the year.
In the United States and the United Kingdom, the economic situation should turn round in the second half of the year...
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The wall of worries

Arnaud Tourlet, CFA
Gérant actions
HSBC Private Wealth Managers

After a recovery of more than 50% in the equity market in six months and the strong outperformance of cyclical stocks, the manager takes the view that the market currently offers the opportunity to invest...
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Selection of values and opportunism

Feras Al Chalabi
Gérant actions
Odey Asset Management

The intervention of monetary and governmental authorities around the world has helped halt the global financial crisis.
In this context, Europe has surprised observers with positive GDP figures published in France, Germany and Poland...
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An annoying value approach

Marc Renaud
Président Directeur Général
Mandarine Gestion

The risk of a systemic crisis seems to have receded and the dominant scenario is now one of a slow and probably difficult exit from the crisis.
On the European equity markets, the recovery begun in March 2009 has corrected the worst excesses...
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Conclusion

Jean-Michel Starck
Directeur de l’Offre - HSBC Private Bank France
Directeur Général - HSBC Private Wealth Managers

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Daniel Roy
Président du Directoire
HSBC Private Bank France

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