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雷达卡
【出版时间及名称】：2010年2月俄罗斯证券市场投资策略报告
【作者】：摩根大通
【文件格式】：pdf
【页数】：36
【目录或简介】：
Table of Contents
Russia’s fundamentals provide protection and upside ........3
Asset allocation: overweighting stocks over bonds/cash .............................................7
Sector calls...................................................................................................................8
Drivers .....................................................................................11
Commodities..............................................................................................................11
Global liquidity and inflation.....................................................................................14
Domestic macro: outlook brightens ...........................................................................15
Sector profiles ........................................................................16
Energy (N) .................................................................................................................16
Financials (OW).........................................................................................................17
Materials (UW)..........................................................................................................19
Utilities (N)................................................................................................................21
Telecoms (OW)..........................................................................................................23
Consumers .................................................................................................................24
Property......................................................................................................................25
Macro: Bright 2010 outlook ...................................................26
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