【出版时间及名称】：2010年4月美国证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：56
【目录或简介】：

Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics
US Growth Outlook: Upside Risks
Richard Berner, David Greenlaw
7 Global Equity Strategy
How Much Higher Can US Earnings Go?
Jason Todd, Gerard Minack
9 Europe Equity Strategy
Seller’s Compendium April 2010
Ronan Carr, Teun Draaisma
11 Global Interest Rate Strategy
We Can Get There from Here
Jim Caron, Laurence Mutkin
13 Cross Asset Strategy
Renminbi Revaluation Roadmap
Gregory Peters, Asset Allocation Committee
15 Currency Strategy
How’s the Year Going?
Stephen Hull
17 Restocking Roadmap
Lean Inventories May Set the Stage for Restocking
and Stronger Top- and Bottom-Line Growth
Hussein Allidina et al.
Opinion Change
 Downgrade
19 DreamWorks Animation SKG
Risk-Reward Skews to the Downside —
Lowered to Underweight
Benjamin Swinburne, David Gober, Cynthia Rupeka
Industry Analysis
21 Business & Education Services
Favorable Waste Industry Outlook;
Reiterate Overweight on RSG
Vance H. Edelson, Peter J. Park