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雷达卡
【出版时间及名称】：2010年欧洲、中东、非洲证券市场展望
【作者】：摩根大通
【文件格式】：PDF
【页数】：212
【目录或简介】：
Table of Contents
Investment Summary ...............................................................3
The Year Ahead process..........................................................3
Top Picks and Stocks to Avoid ...............................................6
Equity Strategy Outlook...........................................................8
Staying the course – Remain OW equities...................................................................8
Pan-European Small/Mid-Cap Strategy Outlook..................18
Higher highs near term with stockpicking taking over the macro..............................18
Quantitative Strategy Outlook...............................................25
2009: the Value year ..................................................................................................25
CEEMEA Strategy Outlook ....................................................35
Economic Outlook..................................................................38
A recovery, but only a slow return to normality ........................................................38
Global Commodities Strategy Outlook.................................42
Rates Outlook .........................................................................44
2010: carry is the name of the game ..........................................................................44
European Equity Derivatives Strategy Outlook ...................46
Credit Strategy Outlook .........................................................49
Adapting to Change ...................................................................................................49
Global FX Outlook ..................................................................51
2010: New year, new lows.........................................................................................51
European Accounting Outlook..............................................60
Crunch time for convergence of standards.................................................................60
Sector Overviews ...................................................................63
Autos .....................................................................................64
Banks ....................................................................................65
Beverages .............................................................................66
Building Materials ................................................................67
Capital Goods.......................................................................68
Chemicals .............................................................................69
Communications Equipment...............................................70
Food & Food Manufacture...................................................71
Food Retailing ......................................................................72
Home and Personal Care .....................................................73
Insurance ..............................................................................74
Luxury & Sporting Goods....................................................75
Media .....................................................................................76
Oil Services & Equipment....................................................77
Pharmaceuticals...................................................................78
Property.................................................................................79
Semiconductors ...................................................................80
Steel.......................................................................................81
Telecom Services .................................................................82
Tobacco.................................................................................83
Transport and Logistics.......................................................84
Utilities ..................................................................................85
Top Picks ................................................................................87
Stocks to Avoid ....................................................................143
Strategy Dashboard .............................................................191
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