摩根大通：全球新兴市场投资策略报告2009年10月

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Table of Contents
Anything goes ..........................................................................3
Risks........................................................................................11
Global emerging markets model portfolio by country ........14
Global emerging markets model portfolio by sector...........15
Key Trades ..............................................................................16
Brazil: Too Good To Be True.................................................24
China: Focus on defensive growth.......................................26
South Korea: Upward revision of 3Q09 GDP .......................28
Taiwan: Earnings upgrades ahead .......................................30
Russia: Oil break out…now overweight ...............................32
India: Earnings and liquidity support ...................................34
South Africa: Catch up and carry trade................................36
Mexico: Cyclical Recovery ....................................................38
Malaysia: Awaiting execution................................................40
Thailand: Domestic economy brightening ...........................42
Indonesia: Right direction in the price .................................44
Turkey: Turning point ............................................................46
Philippines: More upside.......................................................48
Extended markers ..................................................................51
Consensus Asset Allocation .................................................55
Hindsight trades: What has worked......................................56
Composite valuation indicators ............................................58
EMBIG100................................................................................62
Emerging Markets Strategy Dashboards .............................70

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