2010年3月美国及南美证券市场投资文摘(免费)

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【出版时间及名称】：2010年3月美国及南美投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：80
        【目录或简介】：
Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics
The Coming Rebound in Private Credit Demands
Richard Berner
7 US Credit Strategy
Fed and Flows
Rizwan Hussain, Adam Richmond
9 US Interest Rate Strategy
Bonds to Be Betrayed by Better Data
Jim Caron
11 Global Equity Strategy
UK Equities: Not Great, But Better Than Europe
Jason Todd, Gerard Minack
13 Europe Equity Strategy
Stock Baskets to Play the Theme of Poor
Government Finances
Edmund Ng, Teun Draaisma
Opinion Change
 Downgrade
15 Grupo Mexico Market Discount to Sum of Parts
at Historical Low; Time to Turn the Page
Carlos de Alba, Bruno Montanari
New Coverage
17 Autos & Auto Related US Tires:
Different Levels of Traction in a Mix/Inflation
Storm; Underweight GT, Overweight CTB
Ravi Shanker, Adam Jonas
19 Ironwood Pharmaceuticals Blockbuster
Opportunity with Near-Term Catalyst
Steven Harr, Sara Slifka
21 Kraft Foods Low ROIC and Integration Risks
Priced In; Resuming at Overweight
Vincent Andrews, Jaclyn Inglesby

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关键词：市场投资 证券市场 Integration Opportunity OVERWEIGHT 摩根斯坦利 证券市场 美国 文摘

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