摩根斯坦利-全球投资展望2011-4-14

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Strategy and Economics(60页）
3 Global Strategy & Economics Roundups
5 Global Economics
Global Resilience
Joachim Fels, Manoj Pradhan, Spyros Andreopoulos
7 Global Equity Strategy
The First Small Step
Gerard Minack
9 US Equity Strategy The End of QE2 Is Near
Adam Parker et al.
11 US Interest Rate Strategy
Near-term Risk for Yields Skewed to Upside
Jim Caron, Subadra Rajappa
13 Europe Equity Strategy
Overweight UK versus Germany
Ronan Carr
15 Asia/GEMs Equity Strategy
Revisions Suggest Rally At Risk
Jonathan Garner, Pankaj Mataney, Pauline Yeung
Industry Analysis
17 Global Chemicals
Feedback from the Middle East: Supercycle
Thesis Intact; Some Near-Term Risks
Paul Mann, Paul R. Walsh et al.
19 US Oil Services, Drilling & Equipment
Turning More Constructive on Offshore Drillers;
Our Top Picks Are RIG, ATW, SDRL
Ole Slorer, Igor Levi
21 US Technology: CIO Survey 2011 IT Spending
Intentions Improve in April CIO Survey
Adam Holt, Katy Huberty, Ehud Gelblum, Adam Frisch
23 US Telecom Services
Rising Capex May Create Sector Headwinds
Simon Flannery, Daniel Rodriguez, Daniel Gaviria
25 US Gaming & Lodging Room(s) to Run:
Initiating on Lodging with Favorable View
Mark Strawn, Ryan Meliker, Daniel Fuss
(continued)

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