【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】：57
【目录或简介】：
Strategy and Economics
Europe
4 Europe Strategy
Stock Baskets to Play the Theme of Poor
Government Finances
Edmund Ng, Teun Draaisma
6 Europe Economics
Bumping Along Below Par
Elga Bartsch, Daniele Antonucci
10 Italy Economics
Inching into the Core
Daniele Antonucci
14 Equity Derivatives Dynamics
FTSE 100 Dividends: Defensive Growth
Christian Kober, Praveen Singh
Global
16 Global Equity Strategy
UK Equities: Not Great, But Better Than Europe
Jason Todd, Gerard Minack
18 US Economics
The Coming Rebound in Private Credit
Demands
Richard Berner
Industry Analysis
20 Banks
Outlook for Global Wholesale and
Investment Banking
Huw van Steenis, Global Banks Team
24 Pharmaceuticals
China EPS Uplift Happening Faster Than
We Thought
Andrew Baum, Peter Verdult, Liav Abraham,
Simon Mather, Nick Nieland, Bin Li
Company Analysis
26 Barclays Bank
I-bank Operating Leverage to Drive Next
Earnings Upgrades
Chris Manners, Steven Hayne, Huw van Steenis