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雷达卡
【出版时间及名称】：2010年东欧拉美中东非洲证券市场投资策略报告
【作者】：摩根大通
【文件格式】：PDF
【页数】：144
【目录或简介】：
Table of Contents
CEEMEA Equity Strategy.........................................................3
The Global View - Emerging Market Equity Strategy ............6
Risks to our strategy..............................................................14
CEEMEA Differentiated Rebound..........................................29
CEEMEA Rates Strategy ........................................................30
CEEMEA FX Outlook..............................................................32
CEEMEA Top picks ................................................................33
CEEMEA Markets Overviews.................................................35
Russia .................................................................................36
South Africa........................................................................37
MENA...................................................................................38
MENA Equity Research......................................................39
Turkey .................................................................................41
Sector Overviews ...................................................................43
Banks ..................................................................................44
Consumer ...........................................................................47
Media...................................................................................50
Platinum ..............................................................................52
Property ..............................................................................54
Russian Electric Utilities ...................................................56
Russian metals & mining...................................................58
Russian Oil and Gas sector...............................................60
SA Retail .............................................................................63
Telecom...............................................................................65
Top Picks ................................................................................69
Stocks to Avoid ....................................................................119
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