【出版时间及名称】:2010年1月日本宏观经济研究报告
【作者】:摩根斯坦利
【文件格式】:PPT
【页数】:59
【目录或简介】:
Japan Economics
Scent of Morning:
Eight Questions for Japan
Investors in 2010
Morgan Stanley Japan Securities Co., Ltd.
Robert Alan Feldman, Ph.D.
Head of Japan Economic Research
Robert.Tokyo.Feldman@morganstanley.com
+81-3-5424-5385
For important disclosures, refer to the Disclosure
Section.
January
2010
January 5, 2010
Japan Economics
1. Will global recovery continue?
2. Will major central banks exit QE?
3. Where will the yen go?
4. What global themes benefit Japan?
5. Will Japanese growth rise, deflation end?
6. Will BoJ expand aggressively?
7. Will JGB yields rise?
8. Will the DPJ government be effective?