2010年4月全球投资文摘(免费)

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【出版时间及名称】：2010年4月全球投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：80
        【目录或简介】：
Strategy and Economics
3 Global Strategy & Economics Roundups
5 Global Equity Strategy
Swapping Stress
Gerard Minack, Jason Todd
7 US Economics
Reiterating the Case for Higher Real Rates
Richard Berner, David Greenlaw
9 US Credit Strategy L.B.No
Rizwan Hussain, Adam Richmond
11 Europe Equity Strategy Tactical Caution,
Within the Ongoing Cyclical Bull Market
Teun Draaisma
13 UK Strategy Rising Bond Yields Suggest
Tougher 2Q for Stocks
Graham Secker, Catharina Luebke-Detring
15 Japan Economics Money and Growth in the
Reverse Correlation Zone
Robert Alan Feldman, Ph.D
17 China Strategy Debates in Focus: Property
Prices, NPLs, Tightening, Rmb and the Endgame
Jerry Lou, Allen Gui
19 China Economics Concerns about China’s
‘High’ Debt Unwarranted
Qing Wang, Steven Zhang
21 Asia/EM Equity Strategy
EM Equities – Looking Ahead Ten Years
Jonathan Garner
25 Equity & Credit Derivatives Strategy
Credit Correlation Heals; Equity Should Follow
Sivan Mahadevan, Christopher Metli et al.
Industry Analysis
27 Europe Banks Key Takeaways on Sector and
Stocks from Our Conference
Huw van Steenis et al.

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