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| 文件名: ms 全球投资文摘 4.pdf | |
| 资料下载链接地址: https://bbs.pinggu.org/a-622235.html | |
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【出版时间及名称】:2010年4月全球投资文摘
【作者】:摩根斯坦利 【文件格式】:pdf 【页数】:80 【目录或简介】: Strategy and Economics 3 Global Strategy & Economics Roundups 5 Global Economics Hot Economies Need Policy Cooling Manoj Pradhan, Chetan Ahya 9 Global Equity Strategy Buy Energy, Sell Materials Jason Todd, Gerard Minack 11 US Economics Don’t Be Sidetracked by the Inflation Measurement Debate Richard Berner 13 US Credit Strategy Earnings – Stronger But Not For Longer Rizwan Hussain et al. 15 Europe Equity Strategy UK Real Estate Has Lagged – Outperformance Likely Now Graham Secker 17 Japan Economics Zero Inflation Would Not Justify Exit: April Outlook Report Preview Takehiro Sato 19 China Economics Campaign Launched To Curb Rapid Property Price Increase Qing Wang, Steven Zhang 21 Currency Strategy What Does Asian Growth Suggest About the US? Sophia Drossos Industry Analysis 23 US Electrical Equip. & Industrials Inaugural Distributor Survey Supports Our Bullish View Scott R. Davis, Robert Wertheimer 25 US Gaming Macau, Singapore, Las Vegas… and Columbus, Ohio? Mark Strawn (continued) |
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