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】：瑞士信贷
        【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
Reiterating the Case for Higher Real Rates
Richard Berner, David Greenlaw
7 US Credit Strategy L.B.No
Rizwan Hussain, Adam Richmond
9 Equity & Credit Derivatives Strategy
Credit Correlation Heals; Equity Should Follow
Sivan Mahadevan, Christopher Metli et al.
11 Global Equity Strategy
Swapping Stress
Gerard Minack, Jason Todd
13 Europe Equity Strategy Tactical Caution,
Within the Ongoing Cyclical Bull Market
Teun Draaisma
15 China Strategy Debates in Focus: Property
Prices, NPLs, Tightening, Rmb and the Endgame
Jerry Lou, Allen Gui
17 STEP Commentary Behind the Spreadsheet:
The Handset Wars (Simon Flannery/Ehud
Gelblum/Katy Huberty/Mary Meeker), Part II
Douglas M. Cohen
Opinion Changes
 Upgrades
19 Archer Daniels Midland Attractive Valuation,
Limited Downside — Overweight
Vincent Andrews, Megan Davis, Gregory A. Van Winkle
21 Viacom Heavy Lifting on Cost Structure Lifts
Estimates; Rating Raised to Equal-weight
Benjamin Swinburne, David Gober, Kristi Bonner
New Coverage
23 Clean Tech Solar: Strong Demand, Slower
ASP Declines; Favor FSLR on Scale and Costs
Smittipon Srethapramote, Joshua Paradise

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