【出版时间及名称】：2010年3月欧洲证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：44
【目录或简介】：

Strategy and Economics
Europe
4 Europe Strategy
Updating our search for high and secure
dividend yield
Graham Secker, Teun Draaisma
Global
6 Global Equity Strategy
Cute
Gerard Minack, Jason Todd
8 US Economics
Payback Here, Snapback Coming
Richard Berner
10 US Credit Strategy
Cashing In
Rizwan Hussain, Adam Richmond
12 China Economics
Hearty Appetite ≠ Overweight: Putting China’s
‘Over-investment’ In Context
Qing Wang, Steven Zhang
Industry Analysis
14 Capital Goods
Morgan Stanley China Summit 2010:
Opportunities for Capital Goods Stocks
Guillermo Peigneux, Vidya Adala,
Kasedith Vardhanabhuti
16 Letter Mail Distribution
( Austrian Post,  TNT)
New proprietary evidence shows a benign price
outlook
Menno Sanderse, P. Butcher, A. Rodriguez Vicens,
J.B. Rowbotham, S. R. Todd
Company Analysis
20  Admiral Group Plc
Valuation Gap Narrowing – Downgrade to
Equal-weight
Andrew Broadfield, Adrienne Lim