[其他] JP摩根4月5日研报——亚太地区投资形势展望与投资组合策略（英文版） [推广有奖]

0关注
8粉丝

讲师

71%

还不是VIP/贵宾

威望: 0 级
论坛币: 192095 个
通用积分: 5.7201
学术水平: 200 点
热心指数: 224 点
信用等级: 169 点
经验: 20348 点
帖子: 383
精华: 3
在线时间: 203 小时
注册时间: 2010-11-2
最后登录: 2011-11-7

楼主

容2009 发表于 2011-4-11 23:03:09 |只看作者 |坛友微信交流群|倒序 |AI写论文

相似文件

换一批

是否 +2 论坛币

k人参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

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