【出版时间及名称】：2010年1月亚太投资文摘
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：55
【目录或简介】：
Strategy and Economics
China
10 Economics Fear of Inflation to Intensify;
Launching Inflation Tracker
Qing Wang, Steven Zhang
12 Strategy Stock Index Futures and Margin
Trading – Near-Term Positive for A-shares
Jerry Lou, Allen Gui
Asia Pacific / Global
14 Asia Pacific Strategy Searching for α: A Recap
of 2009 Research Tactical Ideas in APxJ
Peter Joos, Corey Ng, Yang Bai, Guy Weyns, Neil
Chakraborty, Praveen K Singh
16 Global Equity Strategy Mega-Caps Finding their
Way Back?
Jason Todd, Gerard Minack
18 US Economics Higher Yields Won’t Kill the
Economy
Richard Berner
20 US Credit Strategy Delivering on Deleveraging
Rizwan Hussain, Adam Richmond
22 Commodity Strategy Crude Oil – Fundamentals
Improving; Raising Oil Price Forecast
Hussein Allidina, Seth Kleinman
Industry Analysis
24 Banks Macro Policy, Top Line and Fund-raising
Keys for 2010: Upgrading BoComm
Minyan Liu, Eric Mak, Edmond H Law
26 Construction & Infrastructure Growth Outlook
Still Strong; Favor Railway Contractors
Kate Zhu, Kevin Luo
28 Internet/Media 2010: A Banner Year for
Advertising…
Richard W Ji, Jenny Wu, Carol Wang, Philip Wan,
Lisa L Yuan, Candy Lin
(continued)
30 Railroads Capitalizing on Opportunities from
Potential Industry Reform
Edward H Xu, Andy Meng, Tommy Wong, Chin Y Lim
32 Toll Roads Driven by China’s Long-term
Economic Growth: In-Line
Andy Meng, Edward H Xu, Tommy Wong, Ying Guo,
Chin Y Lim
Company Analysis
34 ↑ Anhui Conch Cement Co. Ltd Attractive
Risk/Reward & Southeast Exposure; Upgrade to
Overweight
Sandy Niu, Kevin Shi, Charles C Spencer
36 ↓ BaWang International Holdings Taking a
Breather; Move to Equal-weight on Valuation
Angela Moh, Penny Tu
38 ↑ Sinopharm Group Upgrade to OW on Faster
M&A and Organic Growth
Bin Li, Sean Wu, Christopher Lui