【出版时间及名称】：2010年4月英国投资文摘(免费)
【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
Risks Rising
Graham Secker, Catharina Luebke-Detring
5 UK Strategy
UK Real Estate Has Lagged ― Outperformance
Likely Now
Graham Secker
Global
7 Europe Strategy
Maintain Structural Overweight in Mining
Ronan Carr, Teun Draaisma
9 European Credit Strategy
We Still Believe in Negative Net Bank Issuance
Carlos Egea, Serena Tang
11 European Interest Rate Strategy
Hang on to UK Views
Owen Roberts, Laurence Mutkin
13 Global Equity Strategy
Good Gets Better
Gerard Minack, Jason Todd
15 US Economics
Don’t be Sidetracked by the Inflation
Measurement Debate
Richard Berner
Industry & Company Analysis
17 Banks (UK)
RBS Preferred to Lloyds, but a Rising Tide Lifts
All Boats
Steven Hayne, Chris Manners
19 Retail ― UK Electricals Something Has to Give
Fred Bjelland, Geoff Ruddell, Charlie Muir-Sands,
Edouard Aubin
23 Technology ― Software & Services
Much More Upside for the Late Cyclical Log
and Cap
Patrick Standaert, James Dawson, Ashish Sinha