【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】：44
【目录或简介】：

Strategy and Economics
6 China Strategy A Revisit to RMB Reval’s Market
Implications
Jerry Lou, Allen Gui
8 S. Korea Strategy K-IFRS Introduction and Its
Implications
Chanik Park
Global
10 Global Equity Strategy
Permanently Higher Plateau?
Gerard Minack, Jason Todd
12 US Economics The Rebirth of Pricing Power
Richard Berner
14 US Credit Strategy Performance BBooster
Rizwan Hussain, Adam Richmond, Jocelyn Chu
Industry Analysis
16 China Power Power Demand Surprise and
Resilient Coal Price in 2010
Simon HY Lee, Chapman Deng, Eva Hou
18 Taiwan Financial Services Downgrading
Cathay; Upgrading Taishin and E.Sun
Lily Choi, Bruce Chou
Company Analysis
20 China Merchants Hldg Intl Improved Visibility
from Volume Rebound; Raise PT to HK$34.12;
Maintain OW
Edward H Xu, Andy Meng, Tommy Wong, Chin Y Lim
22 China Steel Corp. Aggressive Pricing Expected
Charles C Spencer, Mean Phil Chong, Sandy Niu
24 CITIC Pacific Raising Outlook on Iron Ore Price
Upgrade – OW
Corey K Chan, Praveen K Choudhary
(continued)