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(免费)
        【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 Credit Strategy
Shrinking Margin of Error
Rizwan Hussain, Adam Richmond
7 US Interest Rate Strategy
Complacency Increases the Risk to Bonds
Jim Caron
9 Global Equity Strategy
Good Gets Better
Gerard Minack, Jason Todd
11 Europe Equity Strategy
Maintain Structural Overweight in Mining
Ronan Carr, Teun Draaisma
13 Equity & Credit Derivatives Strategy
The Tails Are Uncorrelated
Sivan Mahadevan, Christopher Metli et al.
Opinion Change
 Upgrade
15 Gilead Sciences Same Thesis, but Good Entry
Point; Upgrade to Overweight
Steven Harr, Sara Slifka
New Coverage
17 Aveo Pharmaceuticals Best Drug in a Large,
but Competitive Market — Overweight
Steven Harr, Sara Slifka
Industry Analysis
19 Electrical Equip. & Industrial Conglomerates
1Q10: What We’ve Learned and
How to Profit From It
Scott R. Davis, Robert Wertheimer
21 Electric Utilities/Regulated Dividend Tax
Debate, Rising Rates Are Overhangs
Greg Gordon, Jonathan Cohen, Rudolph Tolentino,
William J. Appicelli, Geoffrey A. Lambert

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关键词：Conglomerate complacency competitive christopher derivatives 投资 北美 文摘

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