【出版时间及名称】：2010年3月亚太地区证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：50
【目录或简介】：
Strategy and Economics
Global
6 US Economics
The Coming Rebound in Private Credit Demands
Richard Berner
8 US Credit Strategy
Fed and Flows
Rizwan Hussain, Adam Richmond
10 US Interest Rate Strategy
Bonds to Be Betrayed by Better Data
Jim Caron
Industry Analysis
12 Asia/Pacific Solar Structural Improvements …
Cyclical Headwinds
Sunil Gupta, Sophie Lu
14 Australia Nonferrous Metals & Mining Nickel
Surprises in 2010; Potential for Rerating
Cameron Judd, Craig Campbell, Sarah E. Lester
16 China Industrial Preview Growth to Diverge
from Here; Prefer Capital Goods
Kate Zhu, Bin Wang, Kevin Luo, Cedric Shi
Company Analysis
18 AAC Acoustic From Strength to Strength
Jasmine Lu
20 AMP Limited Are Regulatory Concerns
Overblown?
Scott Russell
22 Cathay Pacific Airways Positive 2H09 EPS;
Raising EPS and Price Target
Chin Y. Lim, Sophie Loh, Chin Ser Lee
24 China Shenhua Energy Steadily Powering
Ahead
Wee-Kiat Tan, Sara Chan
26 Initiation Haier Electronics Group Proxy for
Rural Home Appliance Boom: Overweight
Carol Wang, Candy Lin, Frank A.Y. Wang