2010年3月北美投资文摘(免费)

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【出版时间及名称】：2010年3月北美投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：72
        【目录或简介】：

Strategy and Economics
3 Morgan Stanley Best Ideas List
7 US Economics The Rebirth of Pricing Power
Richard Berner
9 US Credit Strategy Performance BBooster
Rizwan Hussain, Adam Richmond, Jocelyn Chu
11 Global Equity Strategy
Permanently Higher Plateau?
Gerard Minack, Jason Todd
13 UK Equity Strategy
Why EM Trade Has Further to Run
Graham Secker, Catharina Luebke-Detring
15 China Equity Strategy A Revisit to Rmb
Revaluation’s Market Implications
Jerry Lou, Allen Gui
17 Equity Derivative Strategy The Short Volatility
Trade – From Cyclical to Carry
Sivan Mahadevan, Christopher Metli et al.
19 Currency Strategy Currency Politics Heating Up
Sophia Drossos
21 STEP Commentary Behind the Spreadsheet:
The Handset Wars (Simon Flannery/Ehud
Gelblum/Katy Huberty/Mary Meeker), Part I
Douglas M. Cohen
Opinion Changes
23 Healthcare Services & Distribution
MCK Upgraded on Growth Prospects;
DGX and LH Downgraded on Lack of Catalysts
Ricky R. Goldwasser, Hema Srinivasan, Andrew Schenker
New Coverage
25 Freight Transportation
Freight Forwarders: Too Early To Go Late Cycle;
We Prefer UTIW to EXPD
William J. Greene, Adam Longson

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关键词：Implications distribution Transportat revaluation christopher 投资 北美 文摘