【出版时间及名称】：2010年4月欧洲证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：61
【目录或简介】：

Strategy and Economics
Europe
4 Europe Strategy
Timing Tactics
Teun Draaisma
6 UK Strategy
UK General Election Preview
Graham Secker
Global
10 Global Equity Strategy
Chasing Value: US Defensives + European
Cyclicals
Jason Todd, Gerard Minack
12 US Economics
Business Conditions: Ongoing Recovery
David Cho, Richard Berner
14 Japan Strategy
Where Have All the Bears Gone?
Alexander Kinmont
16 Japan Economics
Forecast Upgrade: Upside for Economy,
Deflation Dragging On but Over the Worst
Takehiro Sato, Takeshi Yamaguchi
Industry Analysis
18 Banks
Q1 Investment Banking Supports Barclays and
Others
Huw van Steenis, B. Hamilton, C. Manners, H. Lam,
S. Hayne, M. Le Gouvello du Timat, T. Nardin
20 Clean Energy
Wind Developers: Approaching Trough, but
Limited Catalysts Ahead
Allen Wells, Andrew Humphrey, Bobby Chada
22 Media & Internet
Narrowing the Focus
Patrick Wellington, Edward Hill-Wood, Julien Rossi
(cont’d)