高盛澳大利亚2011投资分析及市场展望 96页英文 - 行业分析报告

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GreatGatsby 发表于 2011-5-18 10:45:37 |AI写论文

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SUMMARY
Key Investment Themes for 2011

ECONOMIC OUTLOOK
Key Economic Themes for 2011 and 2012
Synchronising Global Growth with a Recovering US Economy
Australian Economic Growth
Key Economic Risk for 2011 and 2012

ASSET CLASS PREFERENCES

COMMODITIES OUTLOOK
2010 in Review: Economic Uncertainties Drive Price Volatility
2011 Sector Outlook: More of the Same?
2011 Outlook by Major Commodity
Aluminium
Copper
Nickel
Zinc
Gold
Platinum / Palladium
Mineral Sands: Zircon and TiO2 Feedstocks
Uranium
Iron Ore
Metallurgical Coal
Thermal Coal

GLOBAL EQUITY MARKETS

AUSTRALIAN EQUITY MARKETS
Review of 2010
Revisiting Equity Cycles
Equity Market Valuation
Earnings Forecasts
Market Forecasts

KEY INVESTMENT THEMES FOR 2011 – PORTFOLIO CONSTRUCTION
GS&PA Institutional Model Portfolio

KEY SECTOR VIEWS
Consumer Discretionary
Consumer Staples
Energy
Financials ex Property Trusts
Real Investment Trusts
Healthcare
Industrials
Materials
Engineering & Construction
Telecommunication Services
Utilities
Emerging Companies
APPENDICES
Currency Sensitivities
Banking Fundamentals
Equity Market Supply and Demand Projections
Resource Equity Statistics Large / Small Industrials Equity Statistics Sector Valuation Statistics Margin Summary Stock Recommendation Summary