【出版时间及名称】：2010年4月日本投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：37
【目录或简介】：
Strategy and Economics
Japan
3 Japan Strategy Tired of Austerity, or Battening
Down Against Persistent Deflation?
Alexander Kinmont, Masaru Ohnishi
Global
5 Global Equity Strategy Good Gets Better
Gerard Minack, Jason Todd
7 US Credit Strategy Shrinking Margin of Error
Rizwan Hussain, Adam Richmond
9 US Interest Rate Strategy Complacency
Increases the Risk to Bonds
Jim Caron
New Coverage/Resumption of Coverage
11 Insurance Non-Life Insurers: Favor Tokio
Marine, Prefer Lifers
(New Coverage: NKSJ Holdings, Resumption of
Coverage: MS&AD Insurance Group Holdings)
Hideyasu Ban
15 Osaka Securities Exchange Initiation of
Coverage: Neutral Until Volatility Rises
Hideyasu Ban, Atsushi Shinoda
Opinion Changes
Stock Ratings
19 Autos Truck Makers: Appeal Rises as EM
Demand Recovers, Upgrade  Isuzu to OW
Ryosuke Hoshino, Noriaki Hirakata, CFA, Umi Togasawa
23 Japan Semiconductors Toshiba Still OW as
Top Pick, Downgrade  Elpida to EW
Kazuo Yoshikawa, CFA
Company Analysis
25 Bridgestone J-Insight: Remain Bullish, Negatives
Largely Priced In, Good Time to Revisit
Shinji Kakiuchi
29 Hitachi Kokusai Electric Raise PT: Capacity
Growth at Core Client Drives Above-average
Recovery
Kazuo Yoshikawa, CFA
(Continued)