摩根士丹利——2010年10月中国投资视角（Strategy and Economics）

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Strategy and Economics 50pages
China
12 Economics 2011: A Year of Reflation
Qing Wang, Steven Zhang, Ernest Ho
14  China and Hong Kong Strategy Inflation Vs.
Tightening: Last Waltz or First Tangle?
Jerry Lou, Allen Gui
Global
16  Global Economics EMFlation
Manoj Pradhan
Industry Analysis
18  Food, Bev. & Tobacco Inflation and Price-
control Measures: Less Fundamental Impact;
More Sentimental Fears
Angela Moh, Lillian Lou, Penny Tu, Dan Wang,  
Dustin Wei
20  Leisure & Lodging Next Two Quarters Could
Provide Attractive Entry Point
Praveen K Choudhary, Lin He, Ying Guo
Company Analysis
22 Initiation  Changfeng Axle (China) Co. Ltd
Good Proxy for China’s Truck Aftermarket;
Initiate at OW
Kate Zhu, Cedric Shi
24 China Kanghui Holdings 3Q Beat; Raising PT
on Better Outlook
Sean Wu, Bin Li, Christopher Lui, Yolanda Hu
26 Initiation  China Ming Yang Wind Power Group
Potential Cost Leader: OW
Sunil Gupta, Pey Herng Yap
28  China Molybdenum Stock Jump Outstrips
Metal Pricing: Downgrade to UW
Charles C Spencer, Mean Phil Chong
30 GCL-Poly Energy Disruptive Force
Sunil Gupta, Sophie Lu
32  Longtop Financial Technologies Ltd Growth
on Track, Raise PT
Carol Wang, Frank A Y Wang
34 Resumption  Ping An Insurance Company  
Re-rating Should Continue
Ben Lin, Christy N He

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关键词：Economics Economic Strategy Strateg econom 中国 Economics Strategy 摩根 视角

1# myripple [/没有中文版的啊？