【出版时间及名称】：2010年2月北美投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：88
【目录或简介】：


23 Blackstone Group Overweight:
Don’t Measure in a Vacuum;
LP Decisions Matter Most
Celeste Mellet Brown, Rohit Goenka
39 Apple China iPhone: Annual
Opportunity of 4-5 Million Units —
Doubles with Pre-Paid Model
Katy L. Huberty, Mathew Schneider
55 Philip Morris International
Very Attractive Valuation and
Compelling Risk-Reward
David J. Adelman, Matthew Grainger, Eileen Khoo
INVESTMENT
PERSPECTIVES
Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics Mind the Gap:
Even Record Slack Won’t Crush Inflation
Richard Berner
7 US Economics US Budget Forecast Update:
The Song Remains the Same
David Greenlaw
9 US Credit Strategy Walking a Fine Line
Rizwan Hussain, Adam Richmond
11 Global Interest Rate Strategy Eye of the Tiger
Jim Caron, Laurence Mutkin
13 Europe Equity Strategy
Sellers’ Compendium – February 2010
Ronan Carr, Teun Draaisma
15 Commodity Strategy Crude Oil –
Iraq, Saudi Exports Could Disappoint the Bears
Hussein Allidina, Seth Kleinman
17 ETFs Strong Fourth Quarter Flows Result in
2009 ETF Net Cash Inflows of $119 Billion
Dominic Maister et al.
Opinion Changes
 Upgrade
19 Occidental Petroleum
Growth, Returns, and Oil Leverage; Pullback
Provides an Entry Point; Overweight
Evan Calio, Ryan Todd, Ben Hur
 Downgrade
21 Warner Chilcott Downgrade to Equal-weight on
Asacol Generic Uncertainty
David Risinger, Thomas Chiu, Dana Yi,
Christopher Caponetti
New Coverage
23 The Blackstone Group Overweight — Don’t
Measure in a Vacuum; LP Decisions Matter Most
Celeste Mellet Brown, Rohit Goenka