【出版时间及名称】：2010年4月英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
UK
3 UK Strategy
UK General Election Preview
Graham Secker
7 UK Economics
Electoral Outcomes… What Might They Mean for
the UK Economy?
Melanie Baker, Cath Sleeman
Global
9 Europe Strategy
Timing Tactics
Teun Draaisma
11 Global Equity Strategy
Chasing Value: US Defensives + European
Cyclicals
Jason Todd, Gerard Minack
13 US Economics
Business Conditions: Ongoing Recovery
David Cho, Richard Berner
15 Japan Strategy
Where Have All the Bears Gone?
Alexander Kinmont
17 Cross-Asset Strategies
Renminbi Revaluation Roadmap
Gregory Peters, Asset Allocation Committee
Industry & Company Analysis
19 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
21 Media & Internet Narrowing the Focus
Patrick Wellington, Edward Hill-Wood, Julien Rossi
25 BAE Systems Searching for Growth
Rupinder Vig
27 Carnival Corp & Plc Europe Ahoy!
Jamie Rollo, Vaughan Lewis, Andrea Ferraz,