摩根斯坦利：亚洲投资文摘2009年9月(免费)

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HIGHLIGHTS
5 Australia Strategy Upgrades, But
No Earnings Bottom Yet
Toby Walker, Antony Conte, Gerard Minack
27 ↓ Esprit Holdings Near-Term
Outlook Still Weak; Downgrade to EW
Angela Moh, Penny Tu
29 Hon Hai Precision Seeing Is
Believing; Raising Bar Again
Jasmine Lu
Strategy and Economics
5 Australia Strategy Upgrades, But No Earnings
Bottom Yet
Toby Walker, Antony Conte, Gerard Minack
7 China Economics A Fiscal Check-up
Qing Wang, Steven Zhang
9 China Strategy China is Not Tightening, Time to
Play Rebalancing
Jerry Lou, Allen Gui, James Cao
Global
11 US Equity Strategy From Bang to Whimper
Gerard Minack, Jason Todd
13 US Economics Five Lessons from the Financial
Crisis
Richard Berner
15 Global Interest Rate Strategy The Inflection
Point
Jim Caron, Laurence Mutkin
Industry Analysis
17 India Financial Services Becoming Very
Positive on SOE Banks
Mihir Sheth, Anil Agarwal, Mansi Shah
Company Analysis
19 Axiata Group Berhad Strong 2Q09 Supports EM
Turnaround Story
Navin Killa, Gary Yu, Vincent Z. Wu
21 Cheng Shin Rubber Firing on All Cylinders;
Raising PT to NT$78
Jeremy C. Chen, Yunchen Tsai
23 China Shenhua Energy Performance Delivery
Wee-Kiat Tan, Sara Chan
25 ↓ China Southern Airlines Deteriorating
Earnings; Downgrade to UW
Edward H. Xu, Andy Meng, Tommy Wong, Chin Y. Lim

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