【出版时间及名称】：2010年1月全球新兴市场投资文摘
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：88
【目录或简介】：
4 Asia/GEMs Strategy
Stick with the BRICs – Downgrade
Israel and Upgrade Peru and
Thailand
Jonathan Garner, Michael Wang,
Vinicius Silva
29 Commodity Strategy
Crude Oil Fundamentals Improving;
Raising Oil Price Forecast
Hussein Allidina
51 América Móvil
Calculating the Right Multiple for
AMX
Vera Rossi
Strategy and Economics
4 Asia/GEMs Strategy
Stick with the BRICs – Downgrade Israel and
Upgrade Peru and Thailand
Jonathan Garner, Michael Wang, Vinicius Silva
8 Asia/GEMs Strategy
Arabian Markets: Lacking Triggers for Now, but
Mis-pricing Opportunities Do Exist
Michael Wang, Jonathan Garner, Vinicius Silva
12 Global Economics
The China Cracker
Joachim Fels, Manoj Pradhan
14 LatAm Equity Strategy
UST 10-year @ 5.5%:
Growth or Inflation Matters
Guilherme Paiva, Cesar Medina
16 Mexico Economics
The Industrial Fiesta
Luis Arcentales
20 South Africa Economics
Macro Outlook: Consolidation Underway in 2010
Michael Kafe, Andrea Masia
25 South Africa Strategy
Zero Upside Likely for SA Equity Market in 2010;
Risk of R83bn Tax Shortfall
Vaughan Henkel, Jonathan Garner, Michael Wang
29 Commodity Strategy
Crude Oil Fundamentals Improving; Raising Oil
Price Forecast
Hussein Allidina, Seth Kleinman
31 Currency Strategy
Downside Dollar Risks Abate
Sophia Drossos
Industry Analysis
33 Asian Banks Positioning in Asian Banking Space
– Continue to Buy Revenue Growth
Anil Agarwal, Matthew Wilson, Daniel Shum