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（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 Global Strategy & Economics Roundups
5 Global Equity Strategy Good Gets Better
Gerard Minack, Jason Todd
7 US Credit Strategy Shrinking Margin of Error
Rizwan Hussain, Adam Richmond
9 US Interest Rate Strategy
Complacency Increases the Risk to Bonds
Jim Caron
11 Europe Equity Strategy
Maintain Structural Overweight in Mining
Ronan Carr, Teun Draaisma
13 Japan Strategy Tired of Austerity, or Battening
Down Against Persistent Deflation?
Alexander Kinmont, Masaru Ohnishi
15 Hong Kong Strategy Remaining Bullish, Raising
Targets on Stronger US
Jerry Lou, Corey Ng, Allen Gui, James Cao
17 Equity & Credit Derivatives Strategy
The Tails Are Uncorrelated
Sivan Mahadevan, Christopher Metli et al.
Industry Analysis
19 US Electrical Equip. & Industrial Conglom.
1Q10: What We’ve Learned and
How to Profit From It
Scott R. Davis, Robert Wertheimer
21 US Electric Utilities/Regulated Dividend Tax
Debate, Rising Rates Are Overhangs
Greg Gordon et al.
23 US Insurance - Life /Annuity
Annuity Survey — Brighter Days Ahead … for
Some: Prudential, SunLife, MetLife, and Lincoln
Nigel Dally, Hayley Busell

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