【出版时间及名称】：2010年4月全球证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：76
【目录或简介】：

Strategy and Economics
3 Global Strategy & Economics Roundups
5 Global Economics Euro Wreckage Reloaded
Joachim Fels
7 Global Equity Strategy Chasing Value:
US Defensives + European Cyclicals
Jason Todd, Gerard Minack
9 US Economics
Business Conditions: Ongoing Recovery
David Cho, Richard Berner
11 Europe Equity Strategy Timing Tactics
Teun Draaisma
13 Japan Equity Strategy
Where Have All the Bears Gone?
Alexander Kinmont
15 Japan Economics
Forecast Upgrade: Upside for Economy,
Deflation Dragging On but Over the Worst
Takehiro Sato, Takeshi Yamaguchi
17 Latin America Equity Strategy
Top Ten Stock Ideas: April 2010
Guilherme F. Paiva, Cesar A. Medina
Industry Analysis
19  US Aerospace & Defense
Industry View Raised to Attractive: GR, COL
Upgraded to Overweight
Heidi Wood, Kevin Boone, Michael Ashby Brown
21 US Freight Transportation Insights from Our
Asia Transport Tour: Robust Air Cargo Volume
William J. Greene, Adam Longson
23 US Insurance — Life/Annuity Assessing the
Longer-term Upside Potential in the Group
Nigel Dally, Hayley Busell
25 US Semiconductors Distributor Survey:
Solid 1Q, but Double Ordering Seen
Mark Lipacis, Sanjay Devgan, Nihal Godambe
(continued)