2009年11月亚太证券市场投资策略报告

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【出版时间及名称】：2009年11月亚太证券市场投资策略报告
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：94
        【目录或简介】：

Table of Contents
Start me up................................................................................3
ASEAN strategy......................................................................18
Country Asset Allocation.......................................................22
Regional model portfolio by country....................................26
Regional model portfolio by sector ......................................27
Risks........................................................................................31
Australia: Reward limited, risks still there ...........................34
China: Focus on defensive growth.......................................36
South Korea: Higher 3Q09 GDP ............................................38
Taiwan: Seeking growth in 2010 ...........................................40
Hong Kong: Further Re-rating Expected..............................42
India: Credit policy jolt...........................................................44
Singapore: A barbell approach .............................................46
Malaysia: Looking for deliverance........................................48
Thailand: In search of a catalyst ...........................................50
Indonesia: Right direction in the price .................................52
Philippines: More upside.......................................................54
Our extended markers ...........................................................56
Hindsight trades – Asia’s key sectors ..................................59
Asia Pacific ex-Japan Big 100 ...............................................61
Asia Pacific Strategy Dashboards ........................................67
J.P. Morgan Equity Strategy and Asia Pacific Macro Team94

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