Morgan Stanley Research--Asia Pacific Invesment Perspective

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Strategy and Economics
7 Asia/Pacific Economics End of Disinflation
Cycle?
Chetan Ahya, Tanvee Gupta, Saumya Srivastav
9 China Economics A Robust Quarter; Tentative
Signs of Moderation
Qing Wang
Global
11 Global Currencies The Definition of a Sovereign
Wealth Fund
Stephen Jen
13 US Economics Housing: Enter the Bear Scenario
Richard Berner
Industry Analysis
15 Initiation Indonesia Banks The Money Train:
Initiating with an Attractive View
Roger Lum, Samantha L Horton
Company Analysis
17 Acer Inc. Faster Market Share Gains; Gateway
Deal Is Accretive
Grace Chen, Jasmine Lu
19 Bank of China Limited Revising Estimates
Upward; Maintain Overweight
Minyan Liu, Eric Mak. Edmond H. Law
21 Bank of India Private Bank Growth at SOE Bank
Valuations
Anil Bang, Mansi Shah, Anil Agarwal
23 China Construction Bank Corp. Revising Up
Estimates; Maintain Overweight
Minyan Liu, Eric Mak, Edmond H. Law
25 ↑ China Molybdenum Transformational
Acquisition Now Expected: PT to HK$24
Charles C. Spencer, Sandy Niu, Nancy Ma
(continued)

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关键词：asia pacific perspective Perspectiv invesment Research Morgan Research perspective PACIFIC invesment