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4 Asia/EM Equity Strategy
Upgrade Brazil to OW, Downgrade
South Africa to UW; Add Energy to
Focus List
Jonathan Garner, Michael Wang, V. Silva
18 China Strategy
Turning Bullish on GDP Upgrade
Jerry Lou, Allen Gui, James Cao
40 EMEA Banks
Structurally Attractive, Yet Cyclical
Challenges Persist
Magdalena Stoklosa, EMEA Banks team
Strategy and Economics
4 Asia/EM Equity Strategy Upgrade Brazil to OW,
Downgrade South Africa to UW; Add Energy to
Focus List
Jonathan Garner, Michael Wang, Vinicius Silva
8 Global Economics
EMerging Challenges for Central Banks
Manoj Pradhan
12 Brazil Economics
What is the China Link?
Marcelo Carvalho
16 China Economics Policy-driven Decoupling:
Upgrade 2009-10 Outlook
Qing Wang, Denise Yam, Steven Zhang
18 China Strategy
Turning Bullish on GDP Upgrade
Jerry Lou, Allen Gui, James Cao
20 China Equity Strategy
How to Play the Upside Risk Scenario
Jonathan Garner, M. Wang, V. Silva, Jerry Lou, A. Gui
22 Israel Economics
Shekel to Face Appreciation Pressures
Tevfik Aksoy
24 Russia Economics
Oil Sensitivities Revisited
Alina Slyusarchuk, Oliver Weeks
26 Korea Economics
Beginning of Real Recovery
Sharon Lam, Katherine Tai
30 South Korea Strategy
Upgrading KOSPI on Continuous Tailwinds
Chanik Park, Jason Pyo
32 Global Strategy
Where’s the Beef?
Jason Todd, Gerard Minack
34 Commodity Strategy
Benefiting from Normalcy
Hussein Allidina, Jeremy Friesen
36 US Economics
Challenges to Rebalancing the US Economy
Richard Berner

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