【出版时间及名称】：2010年5月欧洲投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：53
【目录或简介】：
Strategy and Economics
Europe
4 Europe Strategy
Going from UW to OW Equities
Teun Draaisma
6 Europe Economics
Fast-track to Fiscal Union?
Elga Bartsch, Daniele Antonucci
11 Spain Economics
Extra Fiscal Tightening – In Small Steps
Daniele Antonucci
Global
12 US Economics
Sovereign Credit Risk Means a Lower Path for
US Rates
Richard Berner, David Greenlaw
14 Currency Strategy
EUR Tail-risk Curtailed, Trajectory Solidified
Stephen Hull, Emma Lawson
Industry Analysis
16 Banks
Tail Risks Addressed: Moving from Cautious to
In-Line View
Huw van Steenis, Maxence Le Gouvello du Timat,
Eva Hernandez, Steven Hayne, Chris Manners,
Bruce Hamilton, Hubert Lam, Thibault Nardin
20 Oil Services
Sector View to ‘In-Line’ after Strong
Performance
Martijn Rats, Robert Pulleyn
(Continued)