摩根斯坦利：全球证券市场投资文摘2009年7月(免费)

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HIGHLIGHTS
5 Economics
Rebalancing the Global Economy:
The US and Asia
Richard Berner, Qing Wang, Chetan Ahya
19 Europe Economics
Taylor-ing Rates for the Exit
Elga Bartsch
27 Systems and PC Hardware
Evidence of a Storage Spending
Recovery — Overweight EMC
Kathryn Huberty, Scott Schmitz
INVESTMENT
PERSPECTIVES
Strategy and Economics
3 Global Strategy & Economics Roundups
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
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 Europe Strategy Watch Rates, Inflation, China
Teun Draaisma
19 Europe Economics
Taylor-ing Rates for the Exit
Elga Bartsch
23 Commodity Strategy Benefiting from Normalcy
Hussein Allidina, Jeremy Friesen
Industry Analysis
25 US Oil Services, Drilling & Equip. With EPS
Close to Trough, Consensus Loses Relevance
Ole Slorer, Paulo Loureiro, Igor Levi, Eric S. Pachman
(continued)

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