2010年1月全球新兴证券市场投资策略

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【出版时间及名称】：2010年1月全球新兴证券市场投资策略
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：94
        【目录或简介】：

Table of Contents
Policy pounding from all sides................................................3
Risks..........................................................................................6
Global emerging markets model portfolio by country ........10
Global emerging markets model portfolio by sector...........11
Key Trades ..............................................................................12
Brazil: Frontloaded Returns ..................................................22
China: From beta to alpha .....................................................24
South Korea: Further upgrade in growth .............................26
Taiwan: Cross-Strait the key focus.......................................28
Russia: Inexpensive + robust fundamentals........................30
India: Policy normalization soon...........................................32
South Africa: Carry trade.......................................................34
Mexico: Cyclical Recovery ....................................................36
Malaysia: Looking for Deliverance........................................38
Thailand: Domestic economy brightening ..........................40
Indonesia: Right direction in the price .................................42
Turkey: Cyclical view… secular trend .................................44
Philippines: More upside .......................................................46
Extended markers ..................................................................49
Consensus Asset Allocation .................................................51
Hindsight trades: What has worked......................................52
Composite valuation indicators ............................................54
EMBIG100................................................................................58
Emerging Markets Strategy Dashboards .............................65

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关键词：市场投资 证券市场 投资策略 Fundamentals Fundamental 投资 证券 全球

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