【出版时间及名称】:2010年美国银行业前景展望
【作者】:摩根斯坦利
【文件格式】:PPT
【页数】:190
【目录或简介】:
Banking Sector Outlook – Less Bad Is Good
1) Credit Trumps Rates in 2010
2) Rising Rates a Manageable Risk
3) DC Risk Fading
4) Investment Thesis: Large Cap Banks Cheap on Normalized Earnings
5) Top Picks:
Early Cycle Consumer Credit (BAC, JPM, AXP)
Rate Plays (BK, NTRS)
Consolidation Themes (WFC, PNC)