摩根斯坦利：日本证券市场投资策略报告2009年7月

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Japan Macro Hour
Policy Matters for Markets
To Do List:
1. Equities: Shift to exporters, away from domestics.
2. JGBs: Buy the middle of the curve.
Japan Economy: Mixed Bag of Indicators
Good news on industrial production
Bad news on labor market and prices
Bank of Japan: Foot off the accelerator
Current balances have stopped rising
Credit DIs easier but loan demand down
Japan Equities: Reacting to BOJ
Fear of premature BoJ tightening
Japan passing by foreigners
DPJ Government: Manifesto Analysis
Pro-and Anti-efficiency elements
Omissions question growth strategy
Now in complacency phase of CRIC cycle
JGBs: Buy the middle
No extra supply, even with DPJ government
Bank cash may spill into middle of the curve

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：投资策略报告 摩根斯坦利 证券市场 投资策略 市场投资 投资 日本 证券 摩根斯坦利