发布时间： 来源：人大经济论坛

【出版时间及名称】：2010年全球宏观经济展望
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：76
【目录或简介】：
3 Global Economics
From Exit to Exit
Joachim Fels and Global Economics Team
5 Global Interest Rate Strategy
Taking Advantage of Uneven Global Recovery
Jim Caron
7 Global Credit Strategy
Keep Calm and Carry On
Gregory Peters and Global Credit Strategy Team
9 Global Currency Strategy
Cyclical Boost for USD in 2010
Sophia Drossos, Stephen Hull
11 Global Equity Strategy
2010 Global Outlook
Jason Todd, Gerard Minack
13 Global Derivatives Strategy
Rationalizing Recovery; Rebuilding Rome
Sivan Mahadevan
15 Commodities
Be Selective, Very Selective
Hussein Allidina, Seth Kleinman
17 US Equity Strategy
Choppy Waters
Jason Todd, Gerard Minack
19 US Economics
The Fed Will Exit in 2010
Richard Berner, David Greenlaw
21 Europe Equity Strategy
Tougher Times in 2010
Teun Draaisma
23 Europe Economics
An Economy in Transition
Elga Bartsch
25 Japan Equity Strategy
Towards Supportive Policy
Alexander Kinmont
27 Japan Economics
Loose Money and a Turn Toward Fiscal Discipline
Takehiro Sato, Robert Alan Feldman, Takeshi Yamaguchi
29 Asia Pacific Equity Strategy
A More Micro Market in 2010
Jonathan Garner
31 Asia Pacific Economics
Domestic Demand – Cyclical Story Intact
Chetan Ahya, Sumeet Kariwala
33 China Equity Strategy
Equities in Transitional Goldilocks
Jerry Lou, Allen Gui, James Cao
35 China Economics
A Goldilocks Scenario
Qing Wang, Denise Yam, Steve Zhang
37 India Equity Strategy
Uptrend Is Intact
Ridham Desai, Sheela Rathi
39 India Economics
Growth Recovery Gathering Pace
Chetan Ahya, Tanvee Gupta
41 Asia/GEMs Equity Strategy
GEMs 2010 Outlook: Headwinds Building but Further
Upside Likely
Jonathan F. Garner, Michael Wang, Vinicius Silva
45 EM Fixed Income Strategy
More Upside in Early 2010 – but Increasing Need to
Differentiate
Rashique Rahman, Regis Chatellier
47 Latin America Strategy
Goldilocks, Beware of the Big Bad Wolf
Guilherme Paiva
49 Latin America Economics
Abundance Forgives All
Gray Newman
51 CEEMEA Economics
Rebounding, Still Far from Tightening
O. Weeks, P. Diana, T. Aksoy, M. Kafe, A. Masia,
A. Slyusarchuk, M. Jaber
55 ASEAN Economics
Prefer Domestic Demand Plays in a Slow and
Steady World
Chetan Ahya, Deyi Tan, Shweta Singh
Focus Lists and Model Portfolios
57 Global Developed Markets Model Portfolio
58 European Model Portfolio
59 Asia Pac ex Japan Focus List
60 Japan Model Portfolio
61 Global Emerging Markets Focus List
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