摩根大通：全球新兴证券市场投资策略报告2009年9月

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Table of Contents
Getting a carry up the three steps to heaven.........................3
Risks........................................................................................11
Global emerging markets model portfolio by country ........14
Global emerging markets model portfolio by sector...........15
Key Trades ..............................................................................16
The central bank bucket list ..................................................22
Once in a lifetime: US and Euro area rebound together .....25
The core of the matter............................................................27
The manic-depressive's guide to the fiscal outlook............31
Brazil: Strong Flows, Stronger FX ........................................34
China: Cautious today…medium term positive...................36
South Korea: Domestic issues limit upside.........................38
Taiwan: From recovery to growth .........................................40
Russia: Tactical sector rotation in order..............................42
India: More signs of cyclical recovery … .............................44
South Africa: SA to play catch-up? ......................................46
Mexico: US macro leverage & fiscal reform.........................48
Malaysia: Rebuilding confidence..........................................50
Thailand: Excess liquidity flowing in....................................52
Indonesia: Gathering momentum .........................................54
Turkey: Turning point ............................................................56
Philippines: More upside .......................................................58
Extended markers ..................................................................61
Consensus Asset Allocation .................................................65
Hindsight trades .....................................................................66
Composite valuation indicators ............................................68
EMBIG100................................................................................72
Emerging Markets Strategy Dashboards .............................79

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