摩根斯坦利：欧洲证券市场投资文摘2009年7月(免费)

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5 Economics
Rebalancing the Global Economy:
The US and Asia
Richard Berner, Qing Wang, Chetan Ahya
33 Systems and PC Hardware
Evidence of a Storage Spending
Recovery — Overweight EMC
Kathryn Huberty, Scott Schmitz
INVESTMENT
PERSPECTIVES
Rebalancing the Global Economy:
The US and Asia
5 US Economics
Challenges to Rebalancing the US Economy
Richard Berner
7 Asia Pacific Economics Can Domestic
Demand Lift the Burden of Rebalancing?
Chetan Ahya
9 China Economics Railways vs. US
Government Bonds: Putting China’s “Overinvestment”
in Context
Qing Wang
Strategy and Economics
11 Global Equity Strategy
A Rally, But One to Sell Into
Jason Todd, Gerard Minack
13 US Credit Strategy Sector Spin
Rizwan Hussain, Gregory Peters, Adam Richmond
15 US Interest Rate Strategy
Buy What the Fed Controls, Sell What it Doesn’t
Jim Caron
17 Equity Derivative Strategy
Energy Equilibrium Challenges
Sivan Mahadevan, Christopher R. Metli et al.
19 Commodity Strategy Benefiting from Normalcy
Hussein Allidina, Jeremy Friesen
Opinion Change
↓ Downgrade
21 Shoppers Drug Mart Margin Growth Stalls;
Downgrade to Equal-weight
Mark Wiltamuth, Joseph Parkhill
New Coverage
23 Healthcare Services
Initiating on ATHN and HMSY at Equal-weight
Doug R. Simpson
(continued)

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