HIGHLIGHTS
13 Korea Economics Beginning of
Real Recovery
Sharon Lam, Katherine Tai
17 China Construction &
Infrastructure Railway – A New Era
to Kick Off; Top PickCRGL
Kate Zhu, Bin Wang, Kevin Luo
29 Maruti Suzuki India Limited F1Q10
Results: Strong Numbers; Retain OW
Binay Singh, Anosh Koppikar
Rebalancing the Global Economy:
The US and Asia
5 US Economics Challenges to Rebalancing the
US Economy
Richard Berner
7 Asia Pacific Economics Can Domestic Demand
Lift the Burden of Rebalancing?
Chetan Ahya
9 China Economics Railways vs. US Government
Bonds: Putting China’s “Over-investment” in
Context
Qing Wang
Strategy and Economics
11 Asia Credit Strategy Asian Bank Capital: Price
Discovery
Viktor Hjort, Kelvin Pang
13 Korea Economics Beginning of Real Recovery
Sharon Lam, Katherine Tai
Global
15 Global Equity Strategy
A Rally, But One to Sell Into
Jason Todd, Gerard Minack
Industry Analysis
17 China Construction & Infrastructure Railway –
A New Era to Kick Off; Top Pick CRGL
Kate Zhu, Bin Wang, Kevin Luo
19 China Ladies Footwear The Tipping Point
Dennis Tao, Angela Moh, Jessica Wang
21 China Offshore & Marine Recovery on the Way
for Container Manufacturers
Andy Meng, Edward H Xu, Tommy Wong, Chin Y Lim
(continued)