2010年欧洲证券市场展望

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【出版时间及名称】：2010年欧洲证券市场展望
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：44
        【目录或简介】：
Table of Contents
Key Calls ...................................................................................3
Stay the course – 2010 Outlook ..............................................4
Positioning and themes ..............................................................................................11
Energy – Overweight .................................................................................................15
Materials – Neutral ....................................................................................................16
Industrials - Overweight ............................................................................................18
Consumer Discretionary – Overweight......................................................................19
Consumer Staples - Underweight ..............................................................................21
Health Care - Underweight ........................................................................................23
Financials - Overweight.............................................................................................24
Technology - Neutral .................................................................................................26
Telecoms - Neutral.....................................................................................................27
Utilities - Overweight ................................................................................................28
Top Picks and Stocks to Avoid .............................................30
Technical Indicators...............................................................32
Performance ...........................................................................33
Earnings..................................................................................34
Valuations ...............................................................................35
Interest Rate and Exchange Rate Outlook ...........................37
Sector, Regional and Asset Class Allocations ....................38

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关键词：市场展望 证券市场 performance Industrials Allocations 证券 展望 欧洲