2010年2月全球新兴市场投资策略报告

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【出版时间及名称】：2010年2月全球新兴市场投资策略报告
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：94
        【目录或简介】：
Table of Contents
Dragon scares the tiger ...........................................................3
Risks..........................................................................................8
Global emerging markets model portfolio by country ........12
Global emerging markets model portfolio by sector...........13
Key Trades ..............................................................................14
Brazil: Downgrade Domestics...............................................26
China: Halfway through the correction ................................28
South Korea: Accommodative policy to stay ......................30
Taiwan: Opportunity to add...................................................32
Russia: Under external cross-fire .........................................34
India: Policy normalization to continue… ............................36
South Africa: Carry trade.......................................................38
Mexico: Growth Rebound......................................................40
Malaysia: Looking to hide? ..................................................42
Thailand: Wary of the Ides of February ................................44
Indonesia: Right direction in the price .................................46
Turkey: Cyclical view… secular trend ..................................48
Philippines: Stay the course .................................................50
Extended markers ..................................................................53
Consensus Asset Allocation .................................................55
Hindsight trades: What has worked......................................56
Composite valuation indicators ............................................58
EMBIG100................................................................................62
Emerging Markets Strategy Dashboards .............................70

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关键词：投资策略报告 新兴市场 投资策略 市场投资 策略报告 投资 全球

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