2009年11月亚洲证券市场投资策略报告

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【出版时间及名称】：2009年11月亚洲证券市场投资策略报告
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：412
        【目录或简介】：
Asian Year Ahead—Stocks for the Year of the Tiger
What to own
• Banks: China, Korea, Singapore, Taiwan, Thailand
• Technology: ex-PC ODMs
• Transportation: especially, airlines
• Other Industrials: India capex and investment cycle
• Telecom capital management: Malaysia, Taiwan
• Real estate: commercial and industrial in HK
• Smaller sectors in country: China internet, China
gas, China food inflation, Singapore commodity
supply train, Indonesian interest rate sensitive
Focus on sectors within countries rather than country
recommendations
What to avoid
• Telcos: China, India, Korea, Singapore
• Utilities
• Cement: China, India
• Consumer staples: India, Indonesia
• Banks: Australia, Hong Kong
• Smaller sectors in country: Taiwan Insurance
A detailed view on our country and sector
recommendation within Asia Pacific ex Japan is
available on page 7. For more detail please see country
and sector pages

Table of contents
Investment strategy ...................................................... 4
Surprises for the year of the tiger ............................... 23
Economic outlook ...................................................... 26
Economic forecasts .................................................... 36
Country strategy ......................................................... 41
Sector strategy............................................................ 65
Summary tables of stock ideas ................................... 93
Top picks.................................................................. 107
Stocks to avoid ......................................................... 291
Strategy dashboards.................................................. 381

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