【出版时间及名称】：2010年3月全球投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：68
【目录或简介】：
Strategy and Economics
3 Global Strategy & Economics Roundups
5 Global Equity Strategy
Permanently Higher Plateau?
Gerard Minack, Jason Todd
7 US Economics The Rebirth of Pricing Power
Richard Berner
9 US Credit Strategy
Performance BBooster
Rizwan Hussain, Adam Richmond, Jocelyn Chu
11 UK Equity Strategy
Why EM Trade Has Further to Run
Graham Secker, Catharina Luebke-Detring
13 China Equity Strategy A Revisit to Rmb
Revaluation’s Market Implications
Jerry Lou, Allen Gui
15 Equity Derivative Strategy The Short Volatility
Trade – From Cyclical to Carry
Sivan Mahadevan, Christopher Metli et al.
17 Currency Strategy Currency Politics Heating Up
Sophia Drossos
Industry Analysis
19 US Healthcare Services & Distribution
MCK Upgraded on Growth Prospects;
DGX and LH Downgraded on Lack of Catalysts
Ricky R. Goldwasser, Hema Srinivasan, Andrew Schenker
21 US Steel Industry We Think the Cost-Driven
Price Improvement Trade Can Continue
Mark Liinamaa, Evan L. Kurtz
23 Europe Oil Services
Onshore Market Set for Positive Surprise
Martijn Rats, Robert Pulleyn, Rakesh Sethia
27 Europe Paper & Packaging It’s Always Darkest
Before Dawn; UPM Our Top Pick
Markus Almerud, Ephrem Ravi