【出版时间及名称】：2010年2月全球新兴证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：54
【目录或简介】：

Strategy and Economics
4 Asia/EM Equity Strategy
Upgrade South Africa to EW and Downgrade
Mexico to UW
Jonathan Garner
6 Brazil Economics
Inflation Pressures?
Marcelo Carvalho
8 Chile Strategy
Chile Country Monitor
Guilherme Paiva, Cesar Medina
10 Indonesia Economics
Starting a New Credit Cycle
Deyi Tan, Chetan Ahya, Shweta Singh
12 Peru Economics
Growth Takes Off, Will Rates Follow?
Daniel Volberg
14 South Africa Economics
Roadshow Feedback
Michael Kafe, Andrea Masia
Industry Analysis
16 Brazil Airlines
It’s the US, but in Brazil
Nicolai Sebrell, Augusto Ensiki
18 Brazil Energy
Look for a Relief Rally in PBR
Subhojit Daripa
20 Brazil Wireless Services
Our Survey Shows Customers Prefer VIVO
Vera Rossi
22 EMEA/South African Sugar
Overweight Tongaat on Compelling Sugar
Discount
James Easterbrook
24 India Oil & Gas
Deregulation to Decide the Future
Vinay Jaising, Mayank Maheshwari
26 S. Korea Telecommunications
Prefer KT and LGT to SKT
John Kim, HyunTaek Lee