【出版时间及名称】：2010年3月亚太证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：40
【目录或简介】：
Strategy and Economics
6 China Economics Hearty Appetite ≠
Overweight: Putting China’s ‘Over-investment’ In
Context
Qing Wang, Steven Zhang
Global
8 Global Equity Strategy Cute
Gerard Minack, Jason Todd
10 US Economics
Payback Here, Snapback Coming
Richard Berner
12 US Credit Strategy Cashing In
Rizwan Hussain, Adam Richmond
Industry Analysis
14 Hong Kong Multi-Industry Jardine Group:
Excellent Proxy for Asian Growth
Praveen K Choudhary, Xin Jin Ling
16 Indonesia Cement Concerns Discounted,
Positive Drivers Intact; Reiterate Bullish Outlook
Mean Phil Chong, Charles C Spencer
18 S. Korea Chemicals Inflection Point Up Ahead
Harrison H Hwang, Kyle Kim
Company Analysis
20 Advanced Info Service Opportunity in Adversity:
>15% FCF Yield Ex-Dividend
Gary Yu, Navin Killa
22 ↑ SesaGoa Upgrade to OW with Growing
Tightness in Iron Ore Market
Vipul Prasad, Kalpesh Makwana
24 Shanghai Industrial Holdings Defensive Play;
Acquisitions Not in the Price; Overweight
Corey K Chan, Praveen K Choudhary
26 Initiation Tiger Airways Holdings Asia’s True
Ryanair: OW
Chin Y Lim, Sophie Loh, Chin Ser Lee