【出版时间及名称】：2010年3月欧洲投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：56
【目录或简介】：
Strategy and Economics
Europe
4 Europe Strategy
Tactical Caution, Within the Ongoing Cyclical
Bull Market
Teun Draaisma
6 UK Strategy
Rising Bond Yields Suggest Tougher 2Q for Stocks
Graham Secker, Catharina Luebke-Detring
8 UK Economics
The Only Way Is Up? The Potential for Higher
Inflation after a Temporary Reprieve
Melanie Baker, Cath Sleeman
Global
10 Global Equity Strategy
Swapping Stress
Gerard Minack, Jason Todd
12 US Economics
Reiterating the Case for Higher Real Rates
Richard Berner, David Greenlaw
14 US Credit Strategy
L.B.No
Rizwan Hussain, Adam Richmond
16 Asia/EM Equity Strategy
EM Equities – Looking Ahead Ten Years
Jonathan Garner
20 China Strategy
Debates in Focus: Property Prices, NPLs,
Tightening, Rmb and the Endgame
Jerry Lou, Allen Gui
22 China Economics
Concerns about China’s ‘High’ Debt Unwarranted
Qing Wang, Steven Zhang
24 Japan Economics
Money and Growth in the Reverse Correlation
Zone
Robert Alan Feldman