【出版时间及名称】：2010年2月欧洲投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：56
【目录或简介】：

10 UK Strategy
How to Position for a Stronger
US Dollar
Graham Secker
24 Aerospace & Defence
2010 Ready for Boarding
Rupinder Vig
INVESTMENT
PERSPECTIVES
Strategy and Economics
Europe
4 Europe Strategy
Sellers’ Compendium February 2010
Ronan Carr, Teun Draaisma
6 Europe Economics Expanding at a
Pedestrian Pace – Ripples at the Periphery
Elga Bartsch, Daniele Antonucci
10 UK Strategy
How to Position for a Stronger US Dollar
Graham Secker, Catharina Luebke-Detring
Global
14 US Economics
Mind the Gap: Even Record Slack Won’t
Crush Inflation
Richard Berner
16 US Economics US Budget Forecast Update:
The Song Remains the Same
David Greenlaw
18 US Credit Strategy
Walking a Fine line
Rizwan Hussain, Adam Richmond
20 Global Interest Rate Strategy
Eye of the Tiger
Jim Caron, Laurence Mutkin
22 Commodity Strategy
Crude Oil – Iraq, Saudi Exports Could
Disappoint the Bears
Hussein Allidina, Seth Kleinman
Industry Analysis
24 Aerospace & Defence
2010 Ready for Boarding
Rupinder Vig
28 Diversified Financials (DB1)
Not Enough Recovery in Exchanges; Prefer
Asset Manager
Bruce Hamilton, Chris Manners, Hubert Lam
32 Insurance Hybrid Capital & Solvency 2:
A Manageable Problem
Jon Hocking, Marcus Rivaldi, D. Kingsley-Tomkins