【出版时间及名称】：2010年3月美国及南美投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：80
【目录或简介】：
Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics
The Coming Rebound in Private Credit Demands
Richard Berner
7 US Credit Strategy
Fed and Flows
Rizwan Hussain, Adam Richmond
9 US Interest Rate Strategy
Bonds to Be Betrayed by Better Data
Jim Caron
11 Global Equity Strategy
UK Equities: Not Great, But Better Than Europe
Jason Todd, Gerard Minack
13 Europe Equity Strategy
Stock Baskets to Play the Theme of Poor
Government Finances
Edmund Ng, Teun Draaisma
Opinion Change
 Downgrade
15 Grupo Mexico Market Discount to Sum of Parts
at Historical Low; Time to Turn the Page
Carlos de Alba, Bruno Montanari
New Coverage
17 Autos & Auto Related US Tires:
Different Levels of Traction in a Mix/Inflation
Storm; Underweight GT, Overweight CTB
Ravi Shanker, Adam Jonas
19 Ironwood Pharmaceuticals Blockbuster
Opportunity with Near-Term Catalyst
Steven Harr, Sara Slifka
21 Kraft Foods Low ROIC and Integration Risks
Priced In; Resuming at Overweight
Vincent Andrews, Jaclyn Inglesby