摩根斯坦利：全球证券市场投资文摘2009年10月(免费)

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Strategy and Economics
3 Global Strategy & Economics Roundups
5 Global Equity Strategy Wheeling the Grease
Gerard Minack, Jason Todd
7 US Economics
Fedspeak: Roadmap for the Exit
Richard Berner, David Greenlaw
9 US Credit Strategy Rate Relief
Rizwan Hussain, Gregory Peters, Adam Richmond
11 US Interest Rate Strategy Liquidity Aplenty,
But Rising Sensitivity to Rates
Jim Caron
13 Europe Equity Strategy Tightening Checklist
Teun Draaisma
15 Currency Strategy Look Who’s Talking
Sophia Drossos
Industry Analysis
17 Global Airlines Top Picks for Recovery
Penelope Butcher, William J. Greene, Chin Y. Lim,
Nicolai Sebrell, Philip Wensley
19 US Autos & Auto-Related — Dealers
US Dealers: Bullish on SAAR, Prefer Balanced
Brand Mix; AutoNation Our Top Pick
Ravi Shanker, Adam Jonas
21 US Autos & Auto-Related — Auto Parts
Seeking Size, Significance, and Sustainability
Ravi Shanker, Adam Jonas
23 US Branded Apparel 3Q Is in the Price;
Focus on F2010 EPS Levers, Restocking Thesis
Chi H. Lee, Haruka Miyake
25 Taiwan TFT LCD
LED Proliferation Beneficiary
Frank A.Y. Wang, Jerry Su
7 US Economics
Fedspeak: Roadmap for the Exit
Richard Berner, David Greenlaw
49 Microsoft
Strong Quarter Sets the Table for
Further Upside in the Stock
Adam Holt, Jennifer Swanson, Keith Weiss
55 Vedanta Going Against the Tide
Ephrem Ravi, Markus A. Almerud, Alain Gabriel,
Carsten Riek

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