【出版时间及名称】：2010年3月亚太投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：52
【目录或简介】：
Strategy and Economics
6 China Economics Concerns about China’s
‘High’ Debt Unwarranted
Qing Wang, Steven Zhang
8 China Strategy Debates in Focus: Property
Prices, NPLs, Tightening, Rmb and the Endgame
Jerry Lou, Allen Gui
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 Asia/EM Equity Strategy
EM Equities – Looking Ahead Ten Years
Jonathan Garner
Industry Analysis
18 Asia/Pacific Insurance A Roadmap to Life in
Asia
Ben Lin, Lily Choi, Crystal Wang, Jon Hocking,
Scott Russell, Sara Lee
20 Taiwan IC Packaging & Testing Copper Wiring
Leads to Lower Growth and De-rating
Frank A.Y. Wang, Jerry Su
Company Analysis
22 Bank of Communications Sharp NIM Rebound
in 4Q09; Coverage Less a Drag Going Forward
Minyan Liu, Eric Mak, Edmond H. Law
24 Belle International Solid 2009 Results + Positive
Guidance = Retain OW
Dennis Tao, Angela Moh, Jessica Wang
26 Cheung Kong Holdings Prefer CK over Hutch
Praveen K. Choudhary, Xin Jin Ling