【出版时间及名称】：2010年4月中国投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：48
【目录或简介】：
Strategy and Economics
China
10 Economics Concerns about China’s ‘High’ Debt
Unwarranted
Qing Wang, Steven Zhang
12 Strategy Debates in Focus: Property Prices,
NPLs, Tightening, Rmb and the Endgame
Jerry Lou, Allen Gui
Global
14 Global Equity Strategy Good Gets Better
Gerard Minack, Jason Todd
Industry Analysis
16 Oil & Gas In a Downcycle, Pricing Mechanism
Matters Less
Wee-Kiat Tan, Sara Chan, Josh S Du
18 Property New Policies Fired in Rapid
Succession, Take Shelter
Derek Kwong, Coral Ching
Company Analysis
20 BaWang International Holdings Potential
Upside from Growth in New Products
Angela Moh, Penny Tu
22 Initiation China Longyuan Power Group Wind
Power Leader Faces Some Near-term Buffeting
Simon HY Lee, Chapman Deng, Eva Hou
24 China Merchants Bank Strong Recovery On
Track; Worst Behind Us
Minyan Liu, Eric Mak, Edmond H Law
26 Daphne International Holdings In a Sweet Spot
for Margin Expansion
Dennis Tao, Angela Moh, Jessica Wang
28 WeiChai Power Sustainable Upturn Triggers
Further Earnings Upgrade
Kate Zhu, Bin Wang