【出版时间及名称】：2010年3月英国投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：48
【目录或简介】：
Strategy and Economics
UK
3 UK Strategy
Rising Bond Yields Suggest Tougher 2Q for
Stocks
Graham Secker, Catharine Luebke-Detring
5 UK Strategy
Why the EM Trade Has Further to Run
Graham Secker, Catharine Luebke-Detring
9 UK Economics
The Only Way Is Up? The Potential for Higher
Inflation after a Temporary Reprieve
Melanie Baker, Cath Sleeman
Global
11 Europe Strategy
Tactical Caution, Within the Ongoing Cyclical
Bull Market
Teun Draaisma
13 Global Equity Strategy Swapping Stress
Gerard Minack, Jason Todd
15 US Economics Reiterating the Case for Higher
Real Rates
Richard Berner, David Greenlaw
Industry & Company Analysis
17 Banks Key Takeways on Stocks and Sector
from Our Conference
Huw van Steenis, S. Hayne, E. Hernandez, B.
Hamilton, R. Rehn, M. Stoklosa, H. Lam
19 Millennium & Copthorne Recovery in the Price
Vaughan Lewis, Jamie Rollo, Alex Davie