【出版时间及名称】：2010年4月欧洲投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：59
【目录或简介】：
Strategy and Economics
Europe
4 Europe Strategy
UK Real Estate Has Lagged – Outperformance
Likely Now
Graham Secker
Global
6 Global Equity Strategy
Buy Energy, Sell Materials
Jason Todd, Gerard Minack
8 US Economics
Don’t be Sidetracked by the
Inflation Measurement Debate
Richard Berner
10 US Credit Strategy
Earnings – Stronger But Not For Longer
Rizwan Hussain, Adam Richmond, Jocelyn Chu
12 China Economics
Campaign Launched To Curb Rapid Property
Price Increase
Qing Wang, Steven Zhang
14 Japan Economics
Zero Inflation Would Not Justify Exit: BoJ April
Outlook Report Preview
Takehiro Sato
Industry Analysis
16 Banks (UK)
RBS Preferred to Lloyds, but a Rising Tide Lifts
All Boats
Steven Hayne, Chris Manners
18 Insurance
Nordic Insurers: Perfectly Priced
Andrew Broadfield, Adrienne Lim
20 Retail – UK Electricals
Something Has to Give
Fred Bjelland, Geoff Ruddell, Charlie J Muir-Sands,
Edouard Aubin