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雷达卡
【出版时间及名称】：2010年全球证券市场展望
【作者】：野村证券
【文件格式】：PDF
【页数】：52
【目录或简介】：
Table of contents
Section 1: Market outlook – still bullish................................................................... 3
Summary ....................................................................................................... 3
Negative forces set to limit the upside ................................................................. 3
Strong supports for stocks from a number of factors ................................................ 4
Market forecasts............................................................................................ 11
Section 2: ‘Stocks after the stimulus’ – what happens when the government steps back? 12
Fiscal policy ................................................................................................. 12
Unconventional monetary policy....................................................................... 13
Conventional monetary policy.......................................................................... 14
Market reaction to policy changes so far has been benign .................................... 15
Section 3: Regional outlook – a tactical shift to Japan ............................................. 19
Japan.......................................................................................................... 19
US.............................................................................................................. 24
Europe ex UK ............................................................................................... 25
UK.............................................................................................................. 26
Emerging markets .......................................................................................... 28
Asia-ex-Japan................................................................................................ 30
Asia Pacific ex Japan outlook 2010 .................................................................... 32
Japan: Performance relative to global equities likely to bottom in 2010 ...................... 36
Section 4: Global sector outlook – overweight financials, tech & healthcare................ 39
Cyclicals...................................................................................................... 40
Global Recommended Portfolio .......................................................................... 45
TEAM CONTACTS.......................................................................................... 47
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