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JP摩根——亚太地区投资形势展望与投资组合策略 英文版
Tailwinds vs. Tailrisks-Perspectives and Portfolios
05 April 2011
90 pages
JP摩根——亚太地区石油行业投资策略 英文版
Regional Oils-Updating numbers and PTs on higher oil price estimates
06 April 2011
57 pages
其它资料：
摩根士丹利报告-中国经济：2011年迎通胀
https://bbs.pinggu.org/thread-968988-1-1.html
目录回复可见
JP摩根——亚太地区投资形势展望与投资组合策略
Table of Contents
Tailwinds vs. Tailrisks........3
ASEAN strategy – Rotating back.....13
Revisiting the Earnings landscape........18
Regional model portfolio by country......24
Regional model portfolio by sector........25
Risks to our strategy..................29
Australia: Remember the tightenings..........32
China: Not out of the woods yet..............34
South Korea: Leading into a moderate rebound.....36
Taiwan: Tech a break to fund Financials........38
Hong Kong: Strong macro fundamentals ........40
India: FY11 ends with a relief rally...........42
Singapore: Rotations............44
Malaysia: Still a safe place to hide.........46
Thailand: Navigating through inflation fears......48
Indonesia: Weathering Inflation?.......50
Philippines: Near term concerns..........52
Our extended markers............54
Hindsight trades – Asia’s key sectors........56
Asia Pacific ex-Japan Big 100...........58
Asia Pacific Strategy Dashboards........64
J.P. Morgan Equity Strategy and Asia Pacific Macro Team.....90
JP摩根——亚太地区石油行业投资策略
Table of Contents
Asian oil view in summary.......3
Overweight calls........3
Neutral calls...........5
Underweight calls...........5
Companies
Sinopec Corp-H...........8
PetroChina..........13
CNOOC..........19
Inpex Corporation.........24
MIE Holdings Corporation........28
PTT Exploration & Production........33
India upstream oil........38
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