2010年5月北美投资文摘(免费)

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【出版时间及名称】：2010年5月北美投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：80
        【目录或简介】：

Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics
Global Rebalancing Favors US Net Exports
Richard Berner
7 US Credit Strategy
Macro Over Micro Momentum
Rizwan Hussain, Adam Richmond
9 Securitized Credit Strategy
Understanding Strategic Defaults
Vishwanath Tirupattur, Oliver Chang, James Egan
11 Equity Derivatives Strategy
Hedging Commodities Upside in Equities
Sivan Mahadevan, Christopher Metli et al.
13 Gobal Equity Strategy Penny Pinching
Gerard Minack, Jason Todd
15 Global Interest Rate Strategy
The Improbable Trinity
Jim Caron, Laurence Mutkin
17 UK Equity Strategy Looking for Dividend
Surprises from Cash-Rich Companies
Graham Secker
19 Asia/GEMs Equity Strategy
EM vs. US ERP — Now Similar
Jonathan Garner
Opinion Changes
 Upgrades
21 Abercrombie & Fitch Overweight —
International Upside, US Recovery, and Store
Closures Are Under-Appreciated
Michelle L. Clark, Christopher Cuomo, Sharyn M. Uy
23 Intuit Upgrade to Overweight on Cyclical and
Secular Inflections
Adam Holt, Jennifer Swanson
25 Nordic American Tanker Overweight —
Delivering Premium Returns through a Simple,
Consistent and Transparent Approach
Ole Slorer

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