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  • 亚太证券市场投资策略报告2009年9月(摩根斯坦利) 时间:2010-01-12 15:27:27 点击:5 好评:0

    Table of Contents MSCI AC Asia Pacific ex Japan Market Valuation ...................................................... 3 - 6 Valuation vs. 5-Year Historical Average ..................................................................... 7 -...

  • 20090914一周投资策略(招商证券) 时间:2010-01-12 15:25:32 点击:3 好评:0

    内容简介 受地产投资带动,内需复苏斜率得以提升,确认中级调整已近尾声。受房地 产开工和地产投资回升带动,内需复苏斜率在经历了一个月的放缓之后再次 得到提升;流动性方面,M2大体稳定右行、M1继续回升、信贷环比回升, 暗示货币政策见底右行的迹象明显...

  • 德国证券市场投资策略报告2009年8月(德意志银行) 时间:2010-01-12 15:24:10 点击:4 好评:0

    Table of Contents Summary .................................................................................................... 1 Liquidity trends in pictures...........................................................................4 Econo...

  • 中国证券市场投资策略报告2009年9月(摩根斯坦利) 时间:2010-01-12 15:23:07 点击:1 好评:0

    China Strategy More Jewels in the Crown: Adding More Stocks to Our China Franchise Basket Investment conclusion: Echoing our China economists long-term bullish call on China consumers today, we reiterate that the franchise stocks are the b...

  • 亚太证券市场投资策略报告2009年9月(摩根大通) 时间:2010-01-12 15:22:01 点击:4 好评:0

    Table of contents Small alteration to trajectory ...................................................3 Once in a lifetime: US and Euro area rebound together .......5 Asean Strategy Downgrading Indonesia to Neutral ...........9 Performance f...

  • 亚洲证券市场投资文摘2009年8月 时间:2010-01-12 15:21:13 点击:1 好评:0

    The tales of Davids Hong Kong Great Eagle Risks fully priced in 11 Truly Driven by Palm and China 3G: upgrade our forecasts, target and rating 11 China Dalian Port 1H09 results review: a set of solid results in a tough environment 17 Xiame...

  • 全球新兴证券市场投资策略报告2009年8月 时间:2010-01-12 15:20:18 点击:1 好评:0

    Table of Contents Too early to worry ....................................................................3 Emerging Markets' Monetary Cycles ....................................10 Brazil........................................................

  • 全球证券市场投资策略报告2009年7月(摩根斯坦利) 时间:2010-01-12 15:19:02 点击:3 好评:0

    Contents Global Equity Performance By Region......5 Global Equity Performance By Sector.......6 Global Equity Valuation......7 Global Asia leads, US and Europe to Follow..9 Leading Indicators Turning Up........................................

  • 欧洲证券市场投资策略报告2009年8月(摩根斯坦利) 时间:2010-01-12 15:17:48 点击:3 好评:0

    Contents Market Timing Indicators Morgan Stanley Forecasts and Recommendations 3 Market Timing Indicators 28 Earnings Growth Forecasts 4 Market Timing Indicators and Technical Indicators 29 Index Target Scenarios European Model Portfolio 5...

  • 全球证券市场投资策略报告2009年9月 时间:2010-01-12 15:16:59 点击:2 好评:0

    Table of contents Executive summary 3 Continental Europe: Getting less negative 6 1) High operational leverage into a recovery 6 2) Household savings ratios are high and there is pent-up demand 7 3) Valuation looks marginally attractive 8...

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