【出版时间及名称】：2010年5月亚太投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：76
【目录或简介】：
Strategy and Economics
6 China and Hong Kong Quantitative Strategy
Rebalancing Our A-Share Dividend Top Dogs
James Cao, Jerry Lou
Global
8 US Economics Global Rebalancing Favors US
Net Exports
Richard Berner
10 US Credit Strategy Macro Over Micro
Momentum
Rizwan Hussain, Adam Richmond
12 Gobal Equity Strategy Penny Pinching
Gerard Minack, Jason Todd
14 Global Interest Rate Strategy The Improbable
Trinity
Jim Caron, Laurence Mutkin
16 Asia/GEMs Equity Strategy EM vs. US ERP —
Now Similar
Jonathan Garner
Industry Analysis
18 Australia Gold Lihir Board Recommends
Revised Newcrest Offer
Cameron Judd, Craig Campbell, Sarah E Lester
Company Analysis
20  ANZ Bank Negatives Reinforced: Downgrade
to Underweight
Richard E Wiles, Glen D'Souza, David F Shi
22  Bharti Airtel Limited Most of the Pain Behind
Us
Vinay Jaising, Sean Gardiner, Surabhi Chandna
24 Campbell Brothers Limited Tried and Tested
Growth Outlook: Overweight
David Evans, Chris Nicol, Shanaz Cassim, James
Bales
26 China Life Insurance Solid 1Q Results Prompt
Price Target, Earnings Upgrades
Ben Lin, Crystal Wang