2010年4月北美投资文摘(免费)

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【出版时间及名称】：2010年4月北美投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：47
        【目录或简介】：

Strategy and Economics
6 China Economics Campaign Launched To Curb
Rapid Property Price Increase
Qing Wang, Steven Zhang
Global
8 Global Equity Strategy Buy Energy, Sell
Materials
Jason Todd, Gerard Minack
10 US Economics Don’t Be Sidetracked by the
Inflation Measurement Debate
Richard Berner
12 US Credit Strategy Earnings – Stronger But Not
For Longer
Rizwan Hussain, Adam Richmond, Jocelyn Chu
14 Currency Strategy What Does Asian Growth
Suggest About the US?
Sophia Drossos
Industry Analysis
16 Asia/Pacific Hardware Technology In Focus:
Returns for Those Who Have Patience
Jasmine Lu, Tim Hsiao, Grace Chen, Sharon Shih,
Terence Cheng
18 China Oil & Gas In a Downcycle, Pricing
Mechanism Matters Less
Wee-Kiat Tan, Sara Chan, Josh S Du
20 China Property New Policies Fired in Rapid
Succession, Take Shelter
Derek Kwong, Coral Ching
22 Singapore Property Developers Residential
Price Disconnect
Brian Wee
24 Taiwan Financial Services Risk/Reward More
Favorable for Banks than Insurers
Lily Choi, Bruce Chou
(continued)

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