发帖
雷达卡
Economics
China Economic Comment - Tao Wang, The CNY move
China Economic Comment - Tao Wang, The CNY move (Chinese version)
Asian Economic Comment - Duncan Wooldridge, Asia: Distracted by the RMB
Global Strategy
Asset Allocation Larry Hatheway p.15
Weekly Weight Watcher - Asset allocation changes after China news
Weekly Weight Watcher - Larry Hatheway, Asset allocation changes after China news
(Chinese version)
Asset Allocation Larry Hatheway p.26
Multi-Asset Strategy - Change in Chinese Currency Policy
Multi-Asset Strategy - Larry Hatheway, Change in Chinese Currency Policy (Chinese
version)
Market Comment John Tang p.45
China Market Strategy - Rmb appreciation: positive yet mild impact [ERRATUM]
China Market Strategy - John Tang, Rmb appreciation: positive yet mild impact (Chinese
version)
Market Comment William Dong p.63
Taiwan Market Strategy - Will NTD follow RMB?
Equity Strategy Thomas M. Doerflinger,
Ph.D.
p.67
US Equity Strategy Comment - Who Is Exposed to China?
Equity Strategy Jeffrey Palma p.74
Global Equity Strategy - China’s move on the RMB (Call transcript)
Global Equity Strategy - Jeffrey Palma, China’s move on the RMB (Call transcript) (Chinese
version)
Fixed Income
Asia Credit Watch - Edwin Chan, Today’s Headline
Emerging Markets Strategy Highlight - Manik Narain, China’s reval: No game-changer for
EMEA FX
Key Call
Equity Strategy Bill Sohn p.120
UBS Key Calls - Asia - Adding Adaro Energy [Erratum]
Adaro, ADRO.JK Andreas Bokkenheuser p.122
Primary beneficiary of RMB policy change
12-month rating: Buy (Unchanged), FY10E US$1.37, FY11E US$2.08, PT
Rp2,700/US$0.30, Mkt Cap Rp66,371bn/US$7.30bn
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