2010年4月北美证券市场投资文摘(免费)

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【出版时间及名称】：2010年4月北美证券市场投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：72
        【目录或简介】：

Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics
Business Conditions: Ongoing Recovery
David Cho, Richard Berner
7 US Credit Strategy
Re-Rack — Mortgages versus Corporates
Rizwan Hussain et al.
9 Global Equity Strategy Chasing Value:
US Defensives + European Cyclicals
Jason Todd, Gerard Minack
11 Europe Equity Strategy
Timing Tactics
Teun Draaisma
13 Japan Equity Strategy
Where Have All the Bears Gone?
Alexander Kinmont
Opinion Changes
 Upgrades
15 Aerospace & Defense Industry View Raised to
Attractive: GR, COL Upgraded to Overweight
Heidi Wood, Kevin Boone, Michael Ashby Brown
17 Finish Line Toning Adds Upside Risk to
Earn-ings; Upgrade to Equal-weight
Chi H. Lee, Haruka Miyake
Industry Analysis
19 Electric Utilities/Diversified Too Early to Buy
the Group; Selectivity Remains Key
Greg Gordon, Jonathan Cohen, Rudolph Tolentino,
William J. Appicelli
21 Freight Transportation Insights from Our Asia
Transport Tour: Robust Air Cargo Volume
William J. Greene, Adam Longson
(continued)

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关键词：市场投资 证券市场 Transportat selectivity Diversified 投资 证券 北美 文摘

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